Political Geography: China / Publication Year: within 1 Year and within 25 Years

1. China’s Digital Silk Road: Outlines and Implications for Europe

Author:: Maria
Publication Date:: 02-2025
Content Type:: Policy Brief
Institution:: International Centre for Defence and Security - ICDS
Abstract:: The Digital Silk Road (DSR) is part of China’s Belt and Road Initiative (BRI) that encompasses infrastructure projects, trade and financial agreements, and cultural and defence cooperation with over 140 countries worldwide. Bringing the digital component into the BRI seamlessly advanced Beijing’s ambition of taking a leadership position in the technology sector. The DSR not only speaks across regions but also goes beyond the technology infrastructure, which raises two critical concerns by giving China leverage to advance the digital authoritarian governance model and jeopardizing data privacy. To mitigate these risks and reduce reliance on China, the EU must find alternatives by collaborating with trusted partners and diversifying supply chains. First, the EU can expand its technological landscape and engage nations in the Global South and the Indo-Pacific. Second, it must develop and enforce regulatory mechanisms to prevent Chinese state agencies from misusing sensitive data.
Topic:: Science and Technology, Infrastructure, European Union, Belt and Road Initiative (BRI), Information Technology, and Digital Silk Road (DSR)
Political Geography:: China, Europe, and Asia

2. Military Implications of PLA Aircraft Incursions in Taiwan’s Airspace 2024

Author:: Cheng-kun Ma and K. Tristan Tang
Publication Date:: 01-2025
Content Type:: Journal Article
Journal:: China Brief
Institution:: The Jamestown Foundation
Abstract:: In 2024, the number of days and sorties involving Chinese military aircraft crossing the Taiwan Strait median line reached a peak, but the total sorties of Chinese aircraft around Taiwan and the number of peak incursion periods were not significantly higher than in 2023. While the number of Chinese military aircraft incursions into Taiwan’s airspace has surged, the operational capacity of the PLA Eastern Theater Command Air Force is likely already at its maximum peacetime readiness level. The sharp increase in Chinese military aircraft incursions targeting Taiwan is not solely aimed at President Ching-te Lai but also reflects changes in the scope and intensity of the PLA’s training and exercises around Taiwan. Unless new airbases are constructed or logistical support capabilities are significantly improved within the PLA Eastern Theater Command, the number of sorties into Taiwan’s airspace is unlikely to increase substantially in 2025.
Topic:: Territorial Disputes, Air Force, Military, and People's Liberation Army (PLA)
Political Geography:: China, Taiwan, and Asia

3. Dreams Deferred in Xi’s New Year’s Speech

Author:: Arran Hope
Publication Date:: 01-2025
Content Type:: Journal Article
Journal:: China Brief
Institution:: The Jamestown Foundation
Abstract:: Xi Jinping’s New Year’s speech hinted at weaknesses in the People’s Republic of China. The speech emphasized the many hardships that people are currently facing at home while acknowledging fears about a turbulent external environment. Xi did not mention “national rejuvenation” and he conceded that the “China dream” was far from being realized. Doubling down on the ideology of struggle, a hard work ethic, and enforcing nationalist sentiment as crucial factors for escaping the current malaise, Xi’s speech suggested a shortage of tangible solutions for the country’s problems.
Topic:: Politics, Ideology, Xi Jinping, and Chinese Communist Party (CCP)
Political Geography:: China and Asia

4. China: From Systemic Rival to Systemic Threat

Author:: Andrew Small and Bonnie S. Glaser
Publication Date:: 01-2025
Content Type:: Working Paper
Institution:: German Marshall Fund of the United States (GMFUS)
Abstract:: For the United States and Europe, dealing with the People’s Republic of China (PRC) is now a challenge of such wide-ranging nature that it will cut across almost the entire transatlantic agenda of the incoming Trump administration. From addressing Beijing’s role as the “decisive enabler” for Russia’s war of aggression to rethinking the way that US-EU trade and technology ties need to be organized, China policy no longer occupies a separate silo but conditions every element of the security and economic landscape. Under the Biden administration, Europe and the United States undertook an unprecedented effort not only to coordinate their approaches to the PRC itself, but also to advance on other fronts where the China challenge was the main motivating factor, such as EU-US efforts to negotiate agreements on steel, aluminum, and critical minerals. The two sides’ analysis has grown much closer, and in some areas, this translated into tangible results—whether conveying common red lines to Beijing on the delivery of lethal aid to Moscow and the use of force against Taiwan or tightening controls on advanced semiconductor equipment exports. Overall, however, progress still fell short of the high stakes. Some EU member states treated the Biden administration’s partner-friendly approach as a holiday from difficult strategic choices on China rather than an optimal window in which to make them. EU-level efforts to build more effective approaches on economic security, trade defense, and cyber security were often slow-rolled or undercut by major capitals. There were also areas in which the Biden administration allowed domestic political considerations to undermine efforts to build a common strategic economic approach among US partners—particularly the use of national security tools against US allies, whether the blocking of Nippon’s takeover of US Steel or the initial retention (and suspension rather than lifting) of Section 232 tariffs against the EU. While the two sides are certainly more closely aligned and better coordinated, moving in the right direction is no longer enough. If Europe and the United States are unable to achieve results in several critical areas in the next few years, it will come at a growing cost to their security and economic interests, as well as to the broader transatlantic relationship. Success, on the other hand, would put a new set of foundations under it. Three issues are likely to loom over the agenda for the incoming Trump administration: the threat of the “Second China Shock” to US and European industry; Beijing’s deepening coordination with Russia and other authoritarian states; and intensifying PRC pressure on Taiwan.
Topic:: European Union, Geopolitics, Trade, and Defense Cooperation
Political Geography:: China, Europe, and Asia

5. New Information on Shenyang Machine Tool Company’s Illicit Sales to North Korea and Russia

Author:: David Albright and Spencer Faragasso
Publication Date:: 01-2025
Content Type:: Special Report
Institution:: Institute for Security and International Studies (ISIS)
Abstract:: Several years ago, the Institute reported about the relatively large, multinational Chinese company Shenyang Machine Tools Company supplying sophisticated computer numerically controlled (CNC) machine tools, equipped with Western controlled software, to North Korea in violation of UN Security Council (UNSC) sanctions and a supplier country’s trade control laws that banned re-export of this software. New information details the disingenuous way in which the Chinese government investigated this case, indicating nonetheless inadvertently that North Korea received these machine tools, while also demonstrating China’s utter disregard for enforcing UNSC sanctions or its own or others’ export control laws. This case serves as another of the many cases highlighting China as a long-time irresponsible trading partner that responsible companies should avoid when sensitive dual-use goods are involved, lest they be complicit in outfitting North Korea’s, Iran’s, or Russia’s military programs. Today, responsible suppliers are inadvertently facilitating Russia’s prosecution of an illegal war against Ukraine. Given Shenyang Machine Tools Company’s recent exports of goods to Russia with Harmonized Shipments (HS) codes found on the Bureau of Industry and Security (BIS) Common High Priority List (CHPL), this company should be considered for sanctions.
Topic:: Sanctions, Trade, Illegal Trade, and Shenyang Machine Tool Company
Political Geography:: Russia, China, Europe, Asia, and North Korea

6. Assad’s Fall Is an Opportunity for a U.S. Win Over China

Author:: Grant Rumley
Publication Date:: 01-2025
Content Type:: Commentary and Analysis
Institution:: The Washington Institute for Near East Policy
Abstract:: Beijing consistently supported the regime’s brutal repressive measures, so cozying up to the rebel-led transition government may be more difficult than it expects. In the months since the Israel-Hamas war began in October 2023, China has seized on the conflict to criticize not only Israel but by extension the U.S. and its position in the region. For years, Chinese diplomats had been careful to toe a centrist line in the Israeli-Palestinian conflict, calibrating their language to avoid offending either side too greatly. Yet as the conflict has dragged on the past year, and as the region’s criticisms of the U.S. have risen, Beijing sensed an opportunity to diminish the U.S. standing while boosting its own. Chinese officials have regularly omitted mention of Hamas’s atrocities while blasting Israel and the U.S. for its support. Now, however, the collapse of the Assad regime in Syria has presented the U.S. with a similar opportunity...
Topic:: Foreign Policy, Strategic Competition, Bashar al-Assad, 2023 Gaza War, and Transitional Government
Political Geography:: China, Middle East, Syria, and United States of America

7. The US TikTok Ban, the RedNote Moment and China

Author:: Aurelio Insisa
Publication Date:: 01-2025
Content Type:: Commentary and Analysis
Institution:: Istituto Affari Internazionali
Abstract:: On 23 April 2024, the US Senate passed a bill forcing the Chinese company ByteDance to choose between divesting from its prized social platform TikTok, one of the dominant apps among Americans aged 18-29,[1] or accepting its ban on US soil. Following ByteDance’s refusal to divest, the US Supreme Court upheld the ban on 17 January 2025. The ban on TikTok rested on national security grounds. TikTok is technically a limited liability corporation registered in Delaware and with headquarters in Singapore and Los Angeles. Yet, its parent company ByteDance, while incorporated in the Cayman Islands, is based in Beijing and subject to a domestic legal framework legally requiring it to “provide assistance” to the Chinese government, including, crucially, giving up the data of TikTok users.[2] Further highlighting the limited autonomy of the company vis-à-vis Chinese authorities, “cells” of the Chinese Communist Party have been embedded within the structures of the company since 2017.[3] In short, ByteDance cannot guarantee that the personal data of its users could be kept at arm’s length from Beijing. While the Senate’s bill enjoyed bipartisan support, then President-elect Donald J. Trump publicly stated that he would not enforce the ban. Throughout the 2024 electoral campaign, Trump had announced – in contrast with most of the Republican Party members of Congress – his opposition to the bill, acknowledging how the platform had been a relevant tool for re-election.[4] On 19 January, Trump announced that he would consider imposing a 90-day delay of the ban and search for a joint-venture between ByteDance and a US company.[5] Two days later, he suggested the possibility that either Elon Musk (CEO of Tesla, owner of X, and Administrator of the Department of Government Efficiency in the new administration), or Larry Ellison (chairman of Oracle) would buy the social media platform.[6]
Topic:: Social Media, Digital Policy, and TikTok
Political Geography:: China, Asia, North America, and United States of America

8. The European Screening Mechanism and Its Implications for Chinese FDI

Author:: Emanuele Ballestracci
Publication Date:: 02-2025
Content Type:: Commentary and Analysis
Institution:: Istituto Affari Internazionali
Abstract:: The European Commission has recently proposed a revision of the EU foreign direct investment (FDI) screening mechanism, originally established in 2020. The aim is to further strengthen the EU’s economic security within the framework of its “de-risking” policy, which aims to manage risks coming from the economic and technological engagement with China.[1] The new proposal aims to address major shortcomings in the current screening mechanism, expanding its scope to greenfield investments and European outward FDI. However, this could conflict with the EU’s goal of encouraging Chinese greenfield investment and joint ventures, particularly in the electric vehicle (EV) sector.
Topic:: Science and Technology, Foreign Direct Investment, European Union, and Economic Security
Political Geography:: China, Europe, and Asia

9. From Partners to Rivals: Normative Power Europe Meets Normative Power China?

Author:: Gözde Yilmaz
Publication Date:: 01-2025
Content Type:: Journal Article
Journal:: Uluslararasi Iliskiler
Institution:: International Relations Council of Turkey (UİK-IRCT)
Abstract:: The European Union (EU) has been promoting its norms, values, and rules for decades. However, in the current international environment, the EU’s normative power is not being received well outside the EU, particularly in reference to the growing power of illiberal states. Within that context, this study explores EU-China relations across time and unpacks the position of normative power Europe towards China and the Chinese response. The study foregrounds the fruitless attempts of the EU to project its transformative power onto China and the growing resistance by China against this, which it expresses by presenting itself to the West as an alternative power with an alternative understanding of international politics.
Topic:: International Relations, European Union, Rivalry, Strategic Partnerships, and Normative Power
Political Geography:: China and Europe

10. The Tech Revolution and Irregular Warfare: Leveraging Commercial Innovation for Great Power Competition

Author:: Seth G. Jones
Publication Date:: 01-2025
Content Type:: Policy Brief
Institution:: Center for Strategic and International Studies (CSIS)
Abstract:: The U.S. government has not adequately leveraged the commercial sector to conduct irregular warfare against China, Russia, Iran, and other competitors because of significant risk aversion, slow and burdensome contracting and acquisitions processes, and a failure to adequately understand technological advances. There is an urgent need to rethink how the United States works with the commercial sector in such areas as battlefield awareness, placement and access, next-generation intelligence, unmanned and autonomous systems, influence operations, and precision effects.
Topic:: Defense Policy, Science and Technology, Innovation, Competition, and Irregular Warfare
Political Geography:: Russia, China, Iran, and United States of America

11. Foreign Malign Influence Targeting U.S. and Allied Corporations

Author:: Daniel Byman
Publication Date:: 03-2025
Content Type:: Policy Brief
Institution:: Center for Strategic and International Studies (CSIS)
Abstract:: U.S. corporations are regular targets of foreign governments seeking to undermine the United States. These hostile states have both commercial and strategic motives, and they use disinformation, malinformation, and artificial promotion to tarnish the reputations of U.S. companies. U.S. corporations and the U.S. government should take steps to mitigate this threat, including improving corporate counterintelligence, building networks of advocates for use in crisis situations, and sharing more information on the scope and scale of the problem.
Topic:: Terrorism, International Security, Geopolitics, Corporations, and Irregular Warfare
Political Geography:: Russia, China, and United States of America

12. Could Allies Decide the Future of the Indo-Pacific?

Author:: Phillips O'Brien
Publication Date:: 04-2025
Content Type:: Policy Brief
Institution:: Center for Strategic and International Studies (CSIS)
Abstract:: Edited by Jude Blanchette, formerly Freeman Chair in China Studies at CSIS, and Hal Brands of SAIS, the Marshall Papers is a series of essays that probes and challenges the assessments underpinning the U.S. approach to great power rivalry. The papers are rigorous yet provocative, continually pushing the boundaries of intellectual and policy debates. In this Marshall Paper, Phillips P. O’Brien assesses the critical importance of allies in deciding major conflicts and argues that a potential war between China and the United States in the Indo-Pacific would likely go on for an extended period, with the United States needing to lean on its regional allies for logistical support and for their manufacturing capacities. O’Brien argues that the U.S. allies appear strong on paper, but that they are untested, while China’s allies of Russia and North Korea, though weaker, appear much more willing to contribute serious resources to one another. Therefore, a long conflict may hinge more on commitment than on capability.
Topic:: International Security, Geopolitics, Strategic Competition, and Rivalry
Political Geography:: China and Indo-Pacific

13. Collateral Effects of the Tariff War on ASEAN Food Security

Author:: Jose M. L. Montesclaros and Kayven Tan
Publication Date:: 04-2025
Content Type:: Commentary and Analysis
Institution:: Centre for Non-Traditional Security Studies, S. Rajaratnam School of International Studies
Abstract:: The United States and China are locked in a cycle of escalating tariffs, with likely knock-on impacts on global food supplies and prices. In response to increases in tariff rates imposed by the US on China’s exports, China hit back with additional tariffs on US$21 billion worth of US agricultural products in March 2025. Beijing’s retaliatory tariffs will mean an additional 10 per cent tariff on soybeans, sorghum, beef, pork, aquatic and dairy products, fruits, and vegetables, and an additional 15 per cent tariff on wheat, corn, maize, and chicken from the US. Given the tense words exchanged by leaders and officials on both sides in recent days, neither side appears ready to back down from these trade measures. The food security concern for ASEAN states is whether the trade war will impact the supply and prices of food in a region where 37 per cent, or 251 million people, cannot afford a healthy diet. Many Asian states rely heavily on imports for their food. Wheat is used in household staples such as noodles and bread, while corn and soybeans are used for food and livestock feed.
Topic:: Food Security, Tariffs, Trade Wars, ASEAN, and Supply Chains
Political Geography:: China, Asia, and United States of America

14. China Building Up BRICS as Important Foreign Policy Tool

Author:: Marcin Przychodniak
Publication Date:: 02-2025
Content Type:: Working Paper
Institution:: The Polish Institute of International Affairs
Abstract:: BRICS is useful for China in its rivalry with the U.S., mainly as a tool to influence developing countries. It is also an important element of strategic cooperation with Russia and a platform for dialogue with India. China does not care about BRICS integration, instead it wants to consolidate the group’s participants to further China’s goals.. The EU’s response to this should include effective support for developing countries and a subjective approach to their demands for global governance.
Topic:: Foreign Policy, European Union, BRICS, Rivalry, and Dialogue
Political Geography:: China, Asia, and United States of America

15. Report: Eight Years On, China’s Repression of the Uyghurs Remains Dire

Author:: Rian Thum
Publication Date:: 01-2025
Content Type:: Special Report
Institution:: Simon-Skjodt Center for the Prevention of Genocide, United States Holocaust Memorial Museum
Abstract:: The Simon-Skjodt Center for the Prevention of Genocide released a report in January 2025, “Eight Years On, China’s Repression of the Uyghurs Remains Dire: How China’s Policies in the Uyghur Region Have and Have Not Changed.” The report is authored by Rian Thum, Senior Lecturer in East Asian History, at the University of Manchester. The report seeks to improve our collective understanding of China’s ongoing repressive policies in the predominantly Uyghur province of Xinjiang in western China. The Simon-Skjodt Center released a report in 2021 detailing multiple crimes against humanity that the Chinese government had committed against the Uyghur population, a Turkic Muslim minority group, and expressing grave concern that the Chinese government may be committing genocide. Since then, detailed reporting on state policies has decreased as Chinese authorities increasingly restricted access to information. Using recent evidence from Chinese state documents, satellite imagery, and survivor testimony, as well as a synthesis of recent academic publications, the report aims to fill a knowledge gap about the current state of mass atrocities targeting the Uyghur community and other Turkic minorities in the Uyghur region. The report finds that, given the available information, all of the policies that led to accusations of mass atrocities in the Uyghur region continue, and some are expanding. These findings should prompt deeper research into the nature of mass atrocities facing the Uyghur population and spark urgent, effective responses. In particular, the report recommends further research into emerging repressive strategies, including the intense network of electronic and human surveillance, curbs on religious practice, and the destruction of cultural heritage.
Topic:: Human Rights, Minorities, Repression, and Uyghurs
Political Geography:: China, Asia, and Xinjiang

16. Assessing the Zeitenwende: Implications for Germany, the United States, and Transatlantic Security

Author:: John R. Deni, Marina E. Henke, Aylin Matlé, Sophia Besch, and Tim Bosch
Publication Date:: 02-2025
Content Type:: Book
Institution:: The Strategic Studies Institute of the U.S. Army War College
Abstract:: The essays in this volume analyze Germany’s Zeitenwende, a pivotal shift in security policy triggered by Russia’s reinvasion of Ukraine in February 2022. Key topics include national security strategy, defense policy, energy policy, industrial strategy, and international relations with Russia, China, the United States, NATO, and the EU. Regarding strategy, Germany’s approach lacks focus, offering broad goals without addressing trade-offs or specific threats. On defense policy, the Zeitenwende marked a renewed commitment to defense spending, bolstered by a €100 billion modernization fund. But delays in procurement, operational shortcomings, and an underfunded long-term defense budget hinder Germany. Similar challenges affect the defense industry, despite increased spending and exports. In energy policy, Germany rapidly diversified energy sources and expanded its liquefied natural gas infrastructure to reduce its dependence on Russian gas. Still, achieving energy security, affordability, and sustainability remains complex. Internationally, Germany abandoned decades of Ostpolitik, prioritizing Ukraine over ties with Russia. Germany’s evolving China policy focuses on derisking and maintaining economic ties, raising questions about whether Berlin has reduced vulnerabilities. Though Washington supports Germany’s strategic shift, concerns remain about its sustainability, particularly in Germany’s NATO and EU commitments. Each chapter concludes by identifying the implications for the United States as well as the steps to overcome identified challenges.
Topic:: NATO, Bilateral Relations, European Union, Transatlantic Relations, Energy Security, Burden Sharing, and Zeitenwende
Political Geography:: Russia, China, Germany, and United States of America

17. Toward a More Effective DoD Contribution to Strategic Competition in the Western Hemisphere

Author:: R. Evan Ellis
Publication Date:: 02-2025
Content Type:: Book
Institution:: The Strategic Studies Institute of the U.S. Army War College
Abstract:: Innovative new thinking on the security dimension of the challenges posed by the PRC’s engagement in Latin America and the DoD’s role in the whole-of-government US response is needed. This monograph highlights risks from PRC influence networks, digital architectures, and dual-use commercial facilities in the region, particularly at ports and in the space sector; shows how PRC economic engagement and other support sustains illiberal regimes, indirectly contributing to the risks these regimes pose by hosting criminal and terrorist groups and other US adversaries, such as Russia and Iran; and illustrates how commercial, people-to-people, and security engagements create options for the PRC to exploit against the United States in times of war. It advocates for new effects-based strategic concepts for how the DoD can strengthen cooperation with the region and limit PRC access through enhanced security cooperation and leveraging partners’ valuation of their relationships with the United States to influence their choices regarding cooperation with the PRC and gain better situational awareness for responding to China. Finally, it discusses how the United States should work with regional partners to plan for likely PRC actions in the region in times of war, leveraging the presence, relationships, and knowledge created through engagement.
Topic:: Defense Policy, Strategic Competition, and Security Cooperation
Political Geography:: China, Latin America, and Caribbean

18. Precarious Geographies: Migrant Labor in China’s Network Production

Author:: Na Fu
Publication Date:: 03-2025
Content Type:: Video
Institution:: Weatherhead East Asian Institute, Columbia University
Abstract:: As industrial production decentralizes, rural China has become a new hub for networked manufacturing, blurring the boundaries between factory and home. Migrant workers are returning to their hometowns to set up workshop-style facilities, driven by labor shortages, infrastructure improvements, and digital connectivity. Na Fu's study examines how mobility, once seen as a path to opportunity, now reinforces labor precarity, reshaping spatial and economic relations under China’s evolving network production system. Na Fu holds a Ph.D. in Politics from the New School for Social Research and is currently a Postdoctoral Fellow at China Initiative at the Watson Institute for International and Public Affairs at Brown University. Her research explores the intersections of digital labor, political economy, and smart production, focusing on how technological advancements reinforce social inequities and drive resource extraction in industrial transformations. This event is hosted by the Weatherhead East Asian Institute.
Topic:: Economics, Manufacturing, Migrant Workers, and Production
Political Geography:: China and Asia

19. Left to Live and Die: Resource Security and the Biopolitics of Land Stockpiling in China

Author:: Ross Doll
Publication Date:: 02-2025
Content Type:: Video
Institution:: Weatherhead East Asian Institute, Columbia University
Abstract:: February 27, 2025 — Beginning in 2007 the Chinese state used liberalizing policy and funding to encourage the expansion of large-scale grain farming. Despite this support, many of the new farms have financially struggled and folded. Drawing on Foucauldian biopolitics and resource security literature, Ross Doll argues that with modernized agriculture the state primarily sought to create not commercial farms but redundant farming infrastructure, which it needed to buffer its growing reliance on food imports while abiding by the global trade regulations needed to sustain its urban export manufacturing economy. Ross Doll is a lecturer in the UC-Berkeley Blum Center for Developing Economies. He researches agrarian change in Asia drawing on political ecology, cultural geography, and resilience ecology. Based on longterm ethnography, his current research considers the origins and influence of contemporary state-led agricultural modernization in the Yangzi Delta region of China, focusing on food security, landscape, and rural politics. Dr. Doll teaches courses on the geographies of natural resources, global and Asian development, and global poverty. He holds a PhD in Geography and a MA in China Studies from the University of Washington. This event is hosted by the Weatherhead East Asian Institute and co-sponsored by China Center for Social Policy.
Topic:: Agriculture, Manufacturing, Imports, Farming, Biopolitics, Political Ecology, and Resources
Political Geography:: China and Asia

20. From the Country to the City, Life Today in Chengdu

Author:: Ning Yuan
Publication Date:: 02-2025
Content Type:: Video
Institution:: Weatherhead East Asian Institute, Columbia University
Abstract:: Ning Yuan is the author of several widely circulated works of fiction, owns a bookstore in Chengdu, has a clothing line made of natural fibers, and has led in the redevelopment of a village in Sichuan that was devastated by the 2008 Sichuan earthquake. Ning Yuan will introduce her various activities as described above and relate them to her observations on Chinese society, especially in Chengdu and environs.
Topic:: Development, Rural, and Cities
Political Geography:: China and Asia

21. Ronnie C. Chan: The Past, Present, and Future of U.S.-China Relations

Author:: Ronnie C. Chan and Lien-Hang Nguyen
Publication Date:: 12-2025
Content Type:: Video
Institution:: Weatherhead East Asian Institute, Columbia University
Abstract:: December 2, 2024 — Ronnie C. Chan, Honorary Chair of Hang Lung Properties and Chair Emeritus of the Asia Society, speaks with Lien-Hang Nguyen, Director of the Weatherhead East Asian Institute at Columbia University, about the implications of the 2024 U.S. presidential election for the future of U.S.-China relations and global stability. Columbia University Interim President Katrina Armstrong and University Professor Jeffrey Sachs contribute introductory remarks.
Topic:: Bilateral Relations, Elections, and Political stability
Political Geography:: China, Asia, North America, and United States of America

22. From Trade to Supply Chain Investments: China’s Three Roles in the Solar Surge of the Gulf Region

Author:: Qi Wang
Publication Date:: 04-2025
Content Type:: Journal Article
Journal:: Journal of Public and International Affairs (JPIA)
Institution:: School of Public and International Affairs (SPIA), Princeton University
Abstract:: This paper examines China’s evolving role in the solar energy surge of the Gulf region, with a focus on the United Arab Emirates and Saudi Arabia. It identifies three approaches through which China has progressively deepened its participation: (1) large-scale export of solar products, (2) investment and construction of solar power projects, and (3) offshore investment in local solar manufacturing bases in the Gulf. These approaches reflect not only China’s response to ambitious green energy commitments and rising solar demand in the Gulf, but also the strategic efforts of China’s solar industry to address domestic overcapacity under the framework of the Belt and Road Initiative and mitigate growing trade protectionism. The paper concludes with policy recommendations for China and the Gulf countries to strengthen solar cooperation, tackle trade barriers, and ensure a balanced, transparent, and sustainable energy transition.
Topic:: Investment, Trade, Solar Power, Supply Chains, and Energy Transition
Political Geography:: China, Middle East, Asia, Saudi Arabia, United Arab Emirates, and Gulf Nations

23. China Decoupling Beyond the United States: Comparing Germany, Japan, and India

Author:: Joshua Sullivan and Jon Bateman
Publication Date:: 01-2025
Content Type:: Working Paper
Institution:: Carnegie Endowment for International Peace
Abstract:: Key U.S. partners are moving toward less technological integration with China. But their specific paths diverge significantly based on domestic circumstances and varied relationships with Beijing.
Topic:: International Relations, Science and Technology, Economy, Regional Integration, and Decoupling
Political Geography:: Japan, China, India, Asia, Germany, and United States of America

24. Impacts of the Artificial Intelligence on International Relations: Towards a Global Algorithms Governance

Author:: Vicente Garrido Rebolledo
Publication Date:: 01-2025
Content Type:: Journal Article
Journal:: Revista UNISCI/UNISCI Journal
Institution:: Unidad de investigación sobre seguridad y cooperación (UNISCI)
Abstract:: This article examines the transformative impact of artificial intelligence (AI) on international relations (IR) and global governance. It begins by presenting a conceptual framework that situates AI within the theoretical and practical dimensions of IR, and explores how AI influences global power dynamics, alters state behaviour, and reshapes institutional frameworks. The study highlights the ethical and regulatory challenges of AI governance, focusing first on the efforts of the United Nations (UN), the Council of Europe and the European Union (EU). Later, the article discusses the "AI technology race" between the United States and China and their regulations. Finally, the article highlights the need for ethical and responsible AI development to foster global cooperation and address the challenges and opportunities that this technology presents in contemporary international relations.
Topic:: International Relations, Science and Technology, United Nations, Governance, European Union, Regulation, Ethics, Artificial Intelligence, and Council of Europe
Political Geography:: China, Asia, North America, and United States of America

25. A vision from China on Artificial Intelligence. Implications for Soft Power in Global Cultural Exchange

Author:: Sonia Valle, Yi Wang, and Deng Lian
Publication Date:: 01-2025
Content Type:: Journal Article
Journal:: Revista UNISCI/UNISCI Journal
Institution:: Unidad de investigación sobre seguridad y cooperación (UNISCI)
Abstract:: This article examines China's vision of AI, its efforts to use it as a tool to promote its soft power, and the implications this has for digital diplomacy and global cultural exchange. As key findings, we highlight that through AI-powered platforms and digital diplomacy, China can adjust global narratives on sensitive issues such as human rights, economic development, and its role in global trade. China's AI expansion on the world stage serves not only as a tool for economic growth, but also as a strategic tool for enhancing its soft power. By offering technological solutions to global challenges and fostering meaningful partnerships, China is enhancing its global image as a responsible, innovative and forwardlooking actor in the international community.
Topic:: Foreign Exchange, Global South, Soft Power, Belt and Road Initiative (BRI), Artificial Intelligence, and Digital Diplomacy
Political Geography:: China and Asia

26. Averting AI Armageddon: U.S.-China-Russia Rivalry at the Nexus of Nuclear Weapons and Artificial Intelligence

Author:: Jacob Stokes, Colin H. Kahl, Andrea Kendall-Taylor, and Nicholas Lokker
Publication Date:: 02-2025
Content Type:: Special Report
Institution:: Center for a New American Security (CNAS)
Abstract:: In recent years, the previous bipolar nuclear order led by the United States and Russia has given way to a more volatile tripolar one, as China has quantitatively and qualitatively built up its nuclear arsenal. At the same time, there have been significant breakthroughs in the field of artificial intelligence (AI) technologies, including for military applications. As a result of these two trends, understanding the AI-nuclear nexus in the context of U.S.-China-Russia geopolitical competition is increasingly urgent. There are various military use cases for AI, including classification models, analytic and predictive models, generative AI, and autonomy. Given that variety, it is necessary to examine the AI-nuclear nexus across three broad categories: nuclear command, control, and communications; structural elements of the nuclear balance; and entanglement of AI-enabled conventional systems with nuclear risks. While each of these categories has the potential to generate risk, this report argues that the degree of risk posed by a particular case depends on three major factors: the role of humans, the degree to which AI systems become a single point of failure, and the AI offense-defense balance. As Russia and China increasingly aim to modernize their nuclear arsenals and integrate AI into their militaries, it is essential for policymakers to be aware of the risks posed by the AI-nuclear nexus. Dealing with China and Russia on issues at this nexus is likely to be difficult in the current diplomatic and military context, characterized by increasingly strained bilateral relationships between the United States and both China and Russia, along with an uptick in coordination between Beijing and Moscow. Nonetheless, there are still various steps that U.S. policymakers could take to bolster deterrence and stability with respect to these issues. These include: building knowledge and competency around issues at the AI-nuclear nexus; integrating AI into diplomatic initiatives related to nuclear and other strategic risks, and vice versa; establishing and promoting norms for the safe use of AI in relation to nuclear arsenals and other strategic capabilities; developing policy and technical criteria for assessing exactly how and when to keep humans in the loop on all nuclear-related processes; including AI technologies as a factor in oversight and reviews of the U.S. nuclear arsenal; investing in AI-enabled cyber and space capabilities to enhance defense and resilience, reduce incentives to attack those areas, and mitigate entanglement risks; consulting closely with U.S. allies about how AI will shape extended deterrence calculations related to both nuclear and conventional capabilities; and pursuing a comprehensive set of risk reduction and crisis management mechanisms with China and Russia while recognizing the obstacles to progress. Failing to take these steps could leave the country and the world dangerously exposed to risks and ill-prepared to seize any opportunities arising from the increasingly salient AI-nuclear nexus.
Topic:: Defense Policy, Nuclear Weapons, Cybersecurity, Artificial Intelligence, and Rivalry
Political Geography:: Russia, China, Asia, North America, and United States of America

27. Assessing China’s Nuclear Decision-Making: Three Analytical Lenses

Author:: Jacob Stokes
Publication Date:: 03-2025
Content Type:: Special Report
Institution:: Center for a New American Security (CNAS)
Abstract:: China’s rapid nuclear buildup is raising questions about how the country makes decisions related to nuclear weapons. This policy brief analyzes that trend by presenting three overarching analytical lenses, or categories of factors, that shape Beijing’s nuclear decision-making: leadership, weapons systems and military organizations, and official policies and doctrine. On leadership, Chinese Communist Party General Secretary Xi Jinping likely sees nuclear weapons granting prestige and growing in relevance, but his views on nuclear weapons’ efficacy are less clear. On weapons systems and military organizations, the expansion of China’s nuclear arsenal provides the country’s leaders with new options, which could shift those leaders’ intentions over time. Implementation of those options, though, runs through often-corrupt People’s Liberation Army military organizations. On official policies and doctrine, Beijing possibly sees its professed stance as a country that does not engage in U.S.- and Russian-style arms buildups as a source of diplomatic influence, particularly in the developing world or Global South. Separately, the circumstances where China’s nuclear no-first-use policy would face a true test—for example, during a major Taiwan contingency—are precisely the moments when Beijing would have massive incentives to selectively interpret or simply abandon that policy. In the near term, China’s official nuclear weapons policies will likely stay the same, so the gap between rhetoric and action will grow. A bigger arsenal and more nuclear rhetoric and signaling will, over time, also shape future Chinese coercion campaigns. In response, U.S. policymakers should commission an intelligence assessment of Xi’s views of specific nuclear crises, pressure China to issue more explanation of its nuclear policies and capabilities, and expand information sharing about missile tests on a reciprocal basis. U.S. policymakers should also make an authoritative policy statement on what would constitute China reaching nuclear parity with the United States and counter China’s nuclear buildup using both conventional and nuclear capabilities.
Topic:: Security, Foreign Policy, Defense Policy, Nuclear Weapons, and Decision-Making
Political Geography:: China, Asia, and United States of America

28. Countering the Digital Silk Road: Brazil

Author:: Ruby Scanlon and Bill Drexel
Publication Date:: 04-2025
Content Type:: Special Report
Institution:: Center for a New American Security (CNAS)
Abstract:: This year marks the 10th anniversary of the Digital Silk Road (DSR), China’s ambitious initiative to shape critical digital infrastructure around the world to advance its geopolitical interests and technology leadership. A decade after its launch, digital infrastructure and emerging technologies have only grown more vital and contested as demand for connectivity, digital services, and emerging technologies like artificial intelligence (AI) expand. Against this backdrop, the DSR has become increasingly central to China’s broader strategy to challenge and ultimately supplant the U.S.-led digital order, and in doing so, reap potentially vast security, economic, and intelligence advantages. To assess the DSR’s impact 10 years after its inception—and explore how the United States and its allies can offer a more compelling and coherent alternative—the CNAS Technology and National Security team has undertaken a major research project that produces in-depth case studies of four diverse and geostrategically critical nations—Indonesia, Brazil, Kenya, and Saudi Arabia—and culminates in a full-length report. The second case study focuses on Brazil. For the study, researchers from the CNAS Technology and National Security team spent a week in the country interviewing local policymakers, journalists, technology firms, civil society, and academics, along with U.S. diplomats, development experts, and companies. Drawing on these interviews and desk research, this case study seeks to shed light on the current dynamics and stakes of the U.S.-China competition to shape Brazil’s digital ecosystem.
Topic:: National Security, Geopolitics, Artificial Intelligence, and Digital Silk Road (DSR)
Political Geography:: China, Asia, Brazil, and South America

29. Regional and Global Responses to a Taiwan Contingency: Gauging the Prospects for Coalition-Building Under Fire

Author:: Jacob Stokes, Kareen Hart, Ryan Claffey, and Thomas Corel
Publication Date:: 05-2025
Content Type:: Special Report
Institution:: Center for a New American Security (CNAS)
Abstract:: Acontingency across the Taiwan Strait has the potential to reshape the Indo-Pacific and even global security environment. This report explores how states beyond the United States and Taiwan would respond to a major Taiwan contingency. It defines a major Taiwan contingency as a conflict that might start in the so-called gray zone between peace and war but clearly escalates into a larger campaign that has unification as the near-term objective of the People’s Republic of China (PRC). Specifically, the report examines how geopolitical interests, values, and material power might determine the approaches of countries across the region and the world. Regional and global responses to a major Taiwan contingency would depend heavily on structural factors present at the time it happens, as well as the specific circumstances of the situation. The report details four key structural factors that would shape states’ responses: the specific nature of the Taiwan contingency, the global trade and technology landscape when the contingency occurs, Taiwanese and U.S. capabilities and responses, and the spectrum of intervention options. Beyond those structural factors, the response from four groups of states would play a major role in determining the outcome of a major Taiwan contingency. The first group is Japan and the Philippines. Both U.S. allies would be on the front lines of a Taiwan conflict and host U.S. forces but are also the most exposed to military retaliation from China. The second group is close U.S. allies and partners South Korea, Australia, and India. Their locations are farther from the main battlespace, but each would have to consider how its response would affect its own security concerns and relations with the United States in the future. Regional and global responses to a major Taiwan contingency would depend heavily on structural factors present at the time it happens, as well as the specific circumstances of the situation. The third group includes the other states in Southeast Asia. Thailand and Singapore would have to consider their defense ties to Washington, while Cambodia, Laos, and Myanmar might get requests from Beijing. Other Southeast Asian states would adopt a studiously neutral stance. The fourth group is Europe and the rest of the world. European states now pay more attention to Taiwan, and many see parallels with Ukraine’s plight. But uneven ties with China and a lack of power projection capabilities would mostly limit direct European intervention. Meanwhile, the developing world would likely side with Beijing. And it lacks the political will—much less the proximity or military power—to come to Taipei’s aid. Several findings flow from the analysis: First, it is unlikely that any other states will come to Taiwan’s aid if Taiwan does not fight fiercely and the United States does not intervene on a large scale. Second, geographic proximity increases a country’s stake in the defense of Taiwan, but that same closeness also makes countries more vulnerable to PRC retaliation. Third, any Taiwan contingency would cause massive economic harm, so states would try to balance protecting their economic interests—especially access to high-end semiconductors—with ending the conflict just to stem the disruption caused by the fighting. Fourth, states’ choices will reflect their national interests and values, but those responses will depend to a significant degree on what others do. U.S. policymakers should take the following actions to best position Washington to mount an effective coalition defense of Taiwan during a contingency, should those policymakers choose to do so: Prioritize preventing a Taiwan contingency. Reinforce with Taipei how much would hinge on Taiwan’s contingency response, both in terms of demonstrating will and capabilities. Expect limited contributions but be creative in exploring what in the spectrum of intervention might be possible. Deepen intra-Asian and Euro-Asian security ties that include the United States. Support and, where possible, facilitate the growth of intra-Asian security ties that do not rely on the United States as the hub. Plan for humanitarian evacuation operations as a means to encourage Southeast Asian countries to think through a Taiwan contingency.
Topic:: Security, Foreign Policy, Coalition, and Regional Security
Political Geography:: China, Taiwan, Asia, and United States of America

30. Kangaroo Concerns About Swiming Dragon Ambitions

Author:: Saira Aquil and Waheed Ur Rehman
Publication Date:: 03-2025
Content Type:: Journal Article
Journal:: AUSTRAL: Brazilian Journal of Strategy International Relations
Institution:: Postgraduate Program in International Strategic Studies, Universidade Federal do Rio Grande do Sul
Abstract:: China has accelerated its naval modernization in recent years. There are multiple factors behind this modernization drive. The rise of China in many ways is impacting political, economic, and security dynamics around the world but particularly in Asia-Pacific (Indo-Pacific). Australia is one of the country in this region which is not an exception in this regard. This study looks for implications of China’s naval modernization on Australia. The study makes an important contribution to the literature because this part of the world has not been looked into while analyzing Chinese naval modernization. Data is collected through primary and secondary sources. Besides reviewing the existing literature data is collected through key informant interviews and policy documents of China and Australia. Australian threat perception is evaluated by analyzing Australian Defense White Papers, speeches of Australian leaders and analysis of the country’s security analysts. The study finds that challenges posed by other nations in the region is prompting China to modernize its navy. This in turn enhances security concerns in Australia which is always wary of securing its territorial integrity, economic interests, and global liberal world order which has contributed to its development and security. Australia, in response to these developments, has embarked on the path of modernizing its own forces. It has bolstered its alliances with the US and other partners.
Topic:: Security, Navy, Modernization, Strategic Interests, and Threat Perception
Political Geography:: China, Asia, and Australia

31. Astropolitics and USA-China’s New Geopolitical Rivalry Area

Author:: Seyedmohammad Seyedi Asl
Publication Date:: 03-2025
Content Type:: Journal Article
Journal:: AUSTRAL: Brazilian Journal of Strategy International Relations
Institution:: Postgraduate Program in International Strategic Studies, Universidade Federal do Rio Grande do Sul
Abstract:: Space has always been a place for geopolitical competition, and concepts such as astropolitics have even emerged in the scientific world. However, in the last two decades, technological advances have led to an increase in interest in space activities and new global space competition involving many public and private organizations. In addition to political and commercial competition in the world, China and America have expanded the scope of their competition to somewhere outside the world, that is, outer space, and they are trying not to lag behind their competitors in this field. A new round of competition between China and the United States to return to space was formed, which was reminiscent of the space program competition between the United States and the former Soviet Union. The purpose of this research is to analyze the space competition between America and China from the perspective of space geopolitics, using the concept of Astropolitics. Therefore, this study illustrates the role of contemporary geopolitics in today’s space based on the dynamic nature of astropolitics, and assesses the emerging geopolitical competition behind the rise of international interest in space.
Topic:: Geopolitics, Space, Strategic Competition, Rivalry, and Astropolitics
Political Geography:: China, Asia, and United States of America

32. Mackinder’s Heartland Thesis and the Belt and Road Initiative: Russia’s Growing Dependence on China in the Aftermath of the Ukraine War

Author:: Hanna Samir Kassab
Publication Date:: 03-2025
Content Type:: Journal Article
Journal:: AUSTRAL: Brazilian Journal of Strategy International Relations
Institution:: Postgraduate Program in International Strategic Studies, Universidade Federal do Rio Grande do Sul
Abstract:: This paper focuses on Russia’s current economic isolation due to the war in Ukraine. The more western states punish Russia, the more likely it will become economically dependent on China. H. J. Mackinder argues that whoever controls, or organises, the heartland of the Eurasian continent, controls the world’s political system. The more dependent Russia is on China, the more China will exercise control over Russia. If China were to gain this political leverage over Russia, it would be in a good position to organise the heartland, and possible become global hegemon.
Topic:: Economics, Belt and Road Initiative (BRI), Russia-Ukraine War, International Politics, and Dependence
Political Geography:: Russia, China, and Asia

33. GR&P Seminar: US-China Science Cooperation and Chinese American Scientists in the Trump 2.0 Era

Author:: Yasheng Huang, Gang Chen, David Goldston, and Mihaela Papa
Publication Date:: 02-2025
Content Type:: Video
Institution:: MIT Center for International Studies
Abstract:: Global Research & Policy Seminar: US-China Science Cooperation and Chinese American Scientists in the Trump 2.0 Era: Tuesday, February 11, 2025. As the new Trump administration shapes its China policies, how is the United States navigating scientific collaboration with China? What are the implications for Chinese American and China-focused scientists? Two Chinese American MIT faculty members and the Director of the MIT Washington Office shared their insights on the opportunities and challenges of advancing scientific progress in the context of an increasingly complex and contested US-China relationship. Speakers: Yasheng Huang, Epoch Foundation Professor of Global Economics and Management, MIT Sloan; Faculty Director MIT-China Program Gang Chen, Carl Richard Soderberg Professor of Power Engineering, MechE; Director, Pappalardo Micro and Nano Engineering Laboratories David Goldston, Director, MIT Washington Office Moderator: Mihaela Papa, Director of Research and Principal Research Scientist, MIT Center for International Studies
Topic:: Science and Technology, Bilateral Relations, Donald Trump, and Collaboration
Political Geography:: China, Asia, North America, and United States of America

34. Round Two: Trump’s Foreign Policy Takes on New Challenges

Author:: William B. Quandt
Publication Date:: 04-2025
Content Type:: Journal Article
Journal:: Cairo Review of Global Affairs
Institution:: School of Global Affairs and Public Policy, American University in Cairo
Abstract:: Trump will have to manage the continuing conflict in the Middle East, the war in Ukraine, and the rising power of China as he navigates the beginning of his second term
Topic:: Foreign Policy, Diplomacy, Conflict, and Russia-Ukraine War
Political Geography:: China, Ukraine, Middle East, and United States of America

35. The Effects of US-China Cooperation on Fentanyl Markets and Overdose Deaths

Author:: Marcus Noland, Julieta Contreras, and Lucas Rengifo-Keller
Publication Date:: 05-2025
Content Type:: Working Paper
Institution:: Peterson Institute for International Economics (PIIE)
Abstract:: Drug overdose is the leading cause of death among Americans aged 15–44, exceeding heart disease, cancer, suicide, vehicular accidents, and COVID-19 in 2023. Most drug deaths are associated with fentanyl. This paper uses data on illicit drug prices to estimate reduced-form price equations of fentanyl, oxycodone, and alprazolam based on supply and demand, including hedonic characteristics. The results are used to estimate the relationship between fentanyl prices and overdoses. They suggest that the Chinese embargo on fentanyl shipments to the United States beginning in May 2019 raised street prices for a limited period, reducing fentanyl overdose deaths in the United States by roughly one-quarter over a three- to five-month period after the announcement.
Topic:: Bilateral Relations, Drugs, Opioid Crisis, Cooperation, and Fentanyl
Political Geography:: China, Asia, North America, and United States of America

36. Destined for Division? US and EU Responses to the Challenge of Chinese Overcapacity

Author:: Salih Bora, Mary Lovely, and Luis Simón
Publication Date:: 04-2025
Content Type:: Policy Brief
Institution:: Peterson Institute for International Economics (PIIE)
Abstract:: Heightened concerns about China’s exports have intensified competitive pressures on producers and compelled American and European policymakers, government officials, and political leaders to try to counteract those concerns. President Donald Trump’s decision to raise tariffs on China by 145 percent is the most recent—and arguably most dramatic—example of broader concerns about Chinese overcapacity. The clash with China is particularly evident in sectors that US and European leaders have deemed essential for growth and security, charging that Chinese industrial subsidies, rather than comparative advantage, are the basis for the country’s export success. However, the European Union and the United States have taken different approaches to resolve tensions with China. The European Union seeks, at least for now, to preserve and adhere to global trading rules. By contrast, the United States has acted unilaterally (even before the second Trump administration) to defend its domestic production by engaging in a trade confrontation with China that, together with China’s retaliation, has rattled global financial markets. This Policy Brief explores these EU-US divisions, their reflection on trade and industrial policy, and prospects for coordinated action against Chinese overcapacity. The authors argue that the European Union can take the lead toward a resolution within the rules-based system while maintaining an open door to future US participation.
Topic:: European Union, Tariffs, Exports, and Donald Trump
Political Geography:: China, Europe, North America, and United States of America

37. Alignment or Misalignment? US and EU High-Tech Trade and Sanctions Policies toward China

Author:: Antonio Calcara and Jeffrey J. Schott
Publication Date:: 04-2025
Content Type:: Policy Brief
Institution:: Peterson Institute for International Economics (PIIE)
Abstract:: This Policy Brief focuses on the alignment or misalignment of the European Union and the United States on high-technology trade and sanctions vis-à-vis China. The Trump administration is likely to continue the aggressive US stance toward China in the technological realm, putting increasing pressure on its European allies to align with US policy. The Europeans, for their part, are in a difficult position: On the one hand, they are under pressure from the US government; on the other hand, the more Washington restricts Chinese trade, the more Chinese exporters will look to the European market to sell their manufactured goods. Increased competition from Chinese imports in Europe, especially in the automotive sector, could in turn trigger a political backlash that weakens support for transatlantic coordination on China.
Topic:: Science and Technology, Sanctions, European Union, Trade Policy, and Imports
Political Geography:: China, Asia, United States of America, and European Union

38. Significant, but Not Systemic: The Challenge of China’s Efforts to Rival Western Financial Predominance

Author:: Martin Chorzempa and Lukas Spielberger
Publication Date:: 05-2025
Content Type:: Policy Brief
Institution:: Peterson Institute for International Economics (PIIE)
Abstract:: Despite worldwide concerns about the US dollar, the Chinese renminbi is not yet ready to be a serious contender for leading international currency status. This Policy Brief examines three of the most important Chinese approaches to increasing the renminbi’s role as an international settlement currency: promote bilateral swap agreements between the People's Bank of China and other central banks; create international payment systems that do not involve the dollar, most notably the Cross-Border Interbank Payment System; and develop a central bank digital currency for alternative payment infrastructures. The authors find that Beijing’s efforts fall short of posing a systemic challenge to the dollar or to infrastructures like SWIFT. Nevertheless, these approaches have enabled China to use its currency for bilateral foreign policy. US and European policymakers should consider countering or attenuating these efforts, even though they have had limited success in increasing renminbi usage.
Topic:: Foreign Policy, Central Bank, Currency, Digital Currency, and SWIFT
Political Geography:: China and Asia

39. North Korea, Russia, and China: Past Cooperation & Future Prospects

Author:: Sydney Seiler
Publication Date:: 06-2025
Content Type:: Special Report
Institution:: Korea Economic Institute of America (KEI)
Abstract:: Syd Seiler argues that recent developments in the relationship between North Korea, China, and Russia should be examined within the context of past interactions and North Korea’s geopolitical reality over the past several decades. North Korea’s pursuit of a distanced approach toward China and the Soviet Union during the Cold War, its post-Cold War management of the bilateral relationships while developing nuclear weapons, and contemporary developments within the North Korea-China-Russia triangle highlight limited shared interests and few signs of deliberate trilateralism. Despite skepticism regarding the durability of trilateralism, Seiler warns against neglecting the threat of collaboration and cooperation among the three countries. In particular, the evolving relationship between North Korea, China, and Russia holds the potential to harm the existing balance of power on the Korean Peninsula and embolden North Korea to believe that the use of force might be justified within the New Cold War structure. Seiler outlines three scenarios in which the evolution of trilateralism could lead to North Korea employing military force on the Korean Peninsula, highlighting the critical role of China and Russia in either restraining or encouraging North Korean revisionism. To properly respond to the dangerous transformation of the geopolitical environment, Seiler recommends the United States, South Korea, and like-minded states reinforce conventional and extended deterrence by convincing China and Russia that they will incur high costs for enabling North Korea’s coercive and revisionist behavior.
Topic:: Security, International Cooperation, Nuclear Weapons, Geopolitics, and Regional Politics
Political Geography:: Russia, China, Eurasia, Asia, and North Korea

40. The next decade of strategic competition: How the Pentagon can use special operations forces to better compete

Author:: Clementine G. Starling-Daniels and Theresa Luetkefend
Publication Date:: 01-2025
Content Type:: Special Report
Institution:: Atlantic Council
Abstract:: Strategic competition is likely to intensify over the next decade, increasing the demands on the United States to deter and defend against wide-ranging and simultaneous security challenges across multiple domains and regions worldwide. In that time frame, the Department of Defense (DOD) and the Joint Force should more effectively leverage the competencies of US Special Operations Forces (USSOF) to compete with US strategic adversaries. Three realities facing the DOD over the next decade lend themselves toward leveraging USSOF more in strategic competition. First, the growing need to counter globally active and increasingly cooperative aggressors, while the broader Joint Force remains focused on the Indo-Pacific and Europe, underscores the value of leveraging USSOF to manage competition in other regions. Second, the desire to avoid war and manage competition below the threshold of conflict aligns with USSOF’s expertise in the irregular aspects of competition. Third, unless defense spending and recruitment dramatically increase over the next decade, the Joint Force will likely have to manage more security challenges without a commensurate increase in force size and capabilities, which underscores the need for the DOD to maximize every tool at its disposal, including the use of USSOF to help manage strategic competition. The US government must harness all instruments of national power, alongside its network of allies and partners, to uphold international security, deter attacks, and counter efforts to undermine US security interests. Achieving this requires effectively integrating and leveraging the distinct roles of the DOD, interagency partners, the intelligence community (IC), and the Joint Force, including components like USSOF that have not been traditionally prioritized in strategic competition. For the past two decades, USSOF achieved critical operational successes during the Global War on Terror, primarily through counterterrorism and direct-action missions. However, peer and near-peer competition now demands a broader application of USSOF’s twelve core activities, with emphasis on seven: special reconnaissance, foreign internal defense, security force assistance, civil affairs operations, military information support operations, unconventional warfare, and direct action. Over the next decade, the DOD should emphasize USSOF’s return to its roots—the core competencies USSOF conducted and refined during the Cold War. USSOF’s unconventional warfare support of resistance groups in Europe; its support of covert intelligence operations in Eastern Europe, Asia, and Latin America; its evacuation missions of civilians in Africa; and its guerrilla and counterguerrilla operations helped combat Soviet influence operations worldwide. During that era, special operations became one of the US military’s key enablers to counter coercion below the threshold of armed conflict, and that is how USSOF should be applied in the next decade to help manage strategic competition. This report outlines five ways the Department of Defense should use Special Operations Forces over the next decade to support US efforts in strategic competition. USSOF should be leveraged to: Enhance the US government’s situational awareness of strategic competition dynamics globally. Entangle adversaries in competition to prevent escalation. Strengthen allied and partner resilience to support the US strategy of deterrence by denial. Support integration across domains for greater effect at the tactical edge Contribute to US information and decision advantage by leveraging USSOF’s role as a technological pathfinder. This report seeks to clarify USSOF’s role in strategic competition over the next decade, address gaps in understanding within the DOD and the broader national security community about USSOF’s competencies, and guide future resource and force development decisions. By prioritizing the above five functions, USSOF can bolster the US competitive edge and support the DOD’s management of challenges across diverse theaters and domains.
Topic:: Security, Defense Policy, National Security, Terrorism, and Strategic Competition
Political Geography:: Africa, China, Middle East, Latin America, and United States of America

41. Why democracies stick together: The theory and empirics behind alliance formation

Author:: Markus Jaeger
Publication Date:: 03-2025
Content Type:: Special Report
Institution:: Atlantic Council
Abstract:: Domestic regime type affects both inter-state conflict and alliance formation. Democratic peace theory posits that democracies do not go to war with one another, while democratic alliance theory suggests that they rarely, if ever, join nondemocratic alliances (or alliances led by nondemocratic powers). Empirical evidence strongly supports both theories. The Atlantic Council’s Freedom and Prosperity Indexes further reinforces the hypothesis that economically prosperous democracies tend to align with one another, whereas authoritarian states gravitate toward similarly nondemocratic and less prosperous partners. If these theories hold, they carry significant implications for Western and especially US foreign policy. First, global democratization would reduce the number of potential conflicts, at least among an increasing number of democracies. Second, it would expand the pool of democratic alliance partners, while at the same limiting the alliance options available to nondemocratic powers. This strategic logic underscores the importance of upholding democratic norms abroad and promoting democratization in nondemocratic states. However, advocating for democratization of nondemocratic great powers will be perceived as both a geopolitical and domestic political challenge aimed at weakening their international position and threatening their governments’ domestic grip on power. Efforts to democratize nondemocratic great-power like Russia and China therefore provoke intense countermeasures. If such a strategy is deemed to be too high risk or too difficult to pursue successfully, a less provocative, “peripheral” strategy may focus on fostering democracy and economic development in authoritarian regimes’ weaker, less prosperous partners, thereby depriving them of potential allies.
Topic:: NATO, Diplomacy, Politics, Democracy, and Alliance
Political Geography:: Russia, China, and Asia

42. Trade with Colombia is big business for US exporters—amid growing Chinese influence in Latin America

Author:: Geoff Ramsey and Enrique Millán-Mejía
Publication Date:: 03-2025
Content Type:: Policy Brief
Institution:: Atlantic Council
Abstract:: Colombia and the United States have achieved a close, mutually beneficial partnership over several decades on migration, security, counternarcotics, and commerce—with the US trade surplus with Colombia totaling $1.3 billion in 2024. The Colombian market is particularly important for US agricultural producers. Thanks to the US-Colombia Trade Promotion Agreement (TPA), Colombia is the top destination for US agricultural exports in South America and the third main destination in the Western Hemisphere. The United States is still Colombia’s largest trading partner in South America—with $36.7 billion in two-way trade in 2024—but January data showed Chinese products leading over US imports for the month. The TPA promotes both reciprocal trade and US influence; interpretative improvements to previously agreed-upon matters are possible,
Topic:: Economy, Business, Tariffs, Exports, Trade, and International Markets
Political Geography:: China, Colombia, South America, Latin America, and United States of America

43. Net-Zero and Nonproliferation: Assessing Nuclear Power and Its Alternatives

Author:: Henry D. Sokolski
Publication Date:: 01-2024
Content Type:: Book
Institution:: Nonproliferation Policy Education Center
Abstract:: Six years ago, NPEC ran a mock execution of a law Congress passed in 1978 but that the Executive refused to implement —Title V of the Nuclear Nonproliferation Act of 1978. Title V called on the State and Energy Departments to conduct country-specific analyses of how developing states might best meet their energy needs without nuclear power. It also called for the creation of an energy Peace Corps and an assessment of what our government was spending on energy development aid-related projects. When NPEC started its efforts, the staff on the Senate Foreign Relations Committee asked to see what NPEC produced to use it to pressure the Executive finally to implement the law. NPEC commissioned a number of studies on how Iran, Saudi Arabia, China, and Taiwan might best meet their energy requirements without nuclear power. The center also contracted studies on the history and intent of Title V and on what government programs were already in play that aligned with Title V‘s stated objectives. As soon as NPEC’s project was completed, the Senate Foreign Relations Committee staff prepared a letter to Secretary of State Hillary Clinton asking the Secretary finally to implement Title V and file the reports required by law. Then, something unexpected occurred. The committee’s legal counsel discovered that the Secretary was under no obligation to comply: Congress had eliminated Title V’s reporting requirements along with several hundred other Congressionally mandated reports back in 1995. Flummoxed, I quietly set the book manuscript aside. Why, then, release it today? Because it is again timely. In October, the Biden Administration announced it is still considering extending civilian nuclear cooperation with Riyadh that would allow the Kingdom to enrich uranium — a process that can bring states within weeks of acquiring the bomb. Administration officials no longer question if Saudi Arabia really needs nuclear energy to meet its energy requirements. Shouldn’t they? Meanwhile, Taiwan’s presidential election this coming Saturday will, among other things, decide if Taiwan will build more nuclear reactors or not. Again, is new nuclear Taiwan’s best energy bet? As for China, the Pentagon has become increasingly concerned that the two “peaceful” fast breeder reactors and plutonium reprocessing plants Beijing is building will be used to make hundreds of bombs worth of weapons plutonium. One of the two fast breeder reactors is already operating. The question these dangerous nuclear activities raise is just how necessary they are to meet China’s energy requirements. Then, there’s Iran, which is intent on building reactors of Iranian design. It plans on expanding its nuclear power program from roughly one gigawatt electrical capacity to 11. Given Iran’s renewables potential and oil and gas reserves, how much sense does this make? Finally, in its efforts to achieve net zero, the Biden Administration has joined 20 other nations in pledging to triple global nuclear generation by 2050. Again, how practical is this? This volume’s aim is to help provide answers. Of course, in light of how long our government has ignored Title V, demanding it be implemented now would be odd. Creating a clean energy Peace Corps, comparing the costs of different types of energy, and trying to determine what investments would reduce emissions quickest and cheapest, however, all should be discussed. It’s my hope that the release of Net-Zero and Nonproliferation: Assessing Nuclear Power and Its Alternatives today might prompt such discussion.
Topic:: International Cooperation, Nuclear Power, Nonproliferation, Legislation, Energy, and Net Zero
Political Geography:: China, Iran, Middle East, Taiwan, Asia, Saudi Arabia, North America, and United States of America

44. Xi Demands Fealty Despite Domestic And Foreign Woes

Author:: Willy Wo-Lap Lam
Publication Date:: 01-2024
Content Type:: Journal Article
Journal:: China Brief
Institution:: The Jamestown Foundation
Abstract:: The Politburo held a “democratic life meeting (民主生活会)” on December 21–22, 2023, in which President Xi Jinping gave an internal, unpublished speech. According to accounts provided to the author by three officials at the rank of department head or above, Xi admitted that he had repeatedly postponed the Third Plenum of the 20th Central Committee (which according to Party norms should have taken place in October) because he “could not offer any viable solution for the nation’s problems.” Xi, who is general secretary of the Chinese Communist Party (CCP) and commander-in-chief, went on to blame the other 23 Politburo members and other senior cadres, not only for failing to give him good advice but also for demonstrating signs of disobedience. Reports of Xi’s frank admission of the dire straits of the Party’s leadership were widely circulated on social media. The official Xinhua read-out of the Politburo meeting also cited Xi as demanding “unison of thought” among top-tier officials. This entails adhering closely to the instructions of the “core leadership”—in other words, to Xi himself (Xinhua, December 25, 2023). The supreme leader raised the “two safeguards (两个维护),” a slogan that refers to “safeguarding the authority of comrade Xi Jinping as core of the party” and “safeguarding Xi Jinping Thought on socialism with Chinese characteristics for a new era.” President Xi also admonished his close advisors to “take a firm grip on the internal laws of developments [of issues]; accurately distinguish between events and trends, crises and opportunities, and benefits and harms … and effectively combat risks and take action on the basis of stability” (People’s Daily, December 23, 2023). This instruction tallies with caveats given by Xi throughout the past year, in which he has warned that China faces unprecedented challenges and that the party-state apparatus must ready itself to tackle “black swans and gray rhinos.”
Topic:: Financial Crisis, Leadership, Xi Jinping, Chinese Communist Party (CCP), and Banking
Political Geography:: China and Asia

45. CCP Ideological Indoctrination, Part 2: The New Plan for Training Party Cadres

Author:: John Dotson
Publication Date:: 01-2024
Content Type:: Journal Article
Journal:: China Brief
Institution:: The Jamestown Foundation
Abstract:: On December 29, 2023, Chinese Communist Party (CCP) General Secretary Xi Jinping addressed a gathering of People’s Republic of China (PRC) diplomatic personnel in Beijing’s Great Hall of the People. He instructed his audience to compose a “diplomatic iron army (外交铁军)” representing China’s interests. Notably, Xi emphasized the need for correct political thinking: asserting that they must “persist in our revolution (坚持自我革命),” “be steadfast in political conviction (政治信念坚定),” and “build a sturdy ideological line of defense (筑牢思想防线)” about themselves in the performance of their work (Yang Guang Wang, December 30, 2023). These comments are the latest example of an extensive series of efforts by the CCP leadership in late 2023 to reinforce ideological regimentation within the Party. On October 16, 2023, the CCP Central Committee promulgated a new document titled the National Cadre Education and Training Plan (2023-2027) [全国干部教育培训规划 (2023-2027年)] (hereafter “2023 Cadre Plan”), which laid out extensive new requirements for ideological study on the part of CCP officials (PRC Government, October 16, 2023). This move had been signaled at a CCP Politburo meeting at the end of August, which was reportedly convened to deliberate on new draft documents related to ideological training for Party members. The official coverage of the August meeting emphasized that forthcoming Party directives would further scrutinize “political judgment (政治判断力)”—signifying loyalty and obedience to the central Party leadership—and “strengthen political gatekeeping (加强政治把关)” for cadre reliability (PRC Government, August 31, 2023).
Topic:: Ideology, Political Parties, Chinese Communist Party (CCP), and Indoctrination
Political Geography:: China and Asia

46. Xi’s New Year’s Speech Dismisses Difficulties

Author:: Arran Hope
Publication Date:: 01-2024
Content Type:: Journal Article
Journal:: China Brief
Institution:: The Jamestown Foundation
Abstract:: On New Year’s Eve, a prerecorded address from Chinese President Xi Jinping was broadcast across the Party’s global network of official media outlets (Youtube, December 31, 2023). The speech is an annual tradition, delivered from behind a wooden desk in rhetoric that is at once paternalistic and triumphalist, in which Xi surveys the high points of the outgoing year and looks to the year ahead. The form of this year’s set-piece was no different, but the content departed from previous years in ways that are indicative of Xi’s shifting priorities, and the Party’s growing concerns about the state of the nation. The most significant section of the speech addressed the economic difficulties that China has weathered in the last year: “On the road ahead, trials and hardships [lit. ‘wind and rain’] will be the norm. Some enterprises are facing pressures, some of the masses are encountering difficulties finding jobs and meeting basic needs, and some places have hit by floods, typhoons, earthquakes, or other natural disasters (有风有雨是常态。一些企业面临经营压力，一些群众就业、生活遇到困难，一些地方发生洪涝、台风、地震等自然灾害).”
Topic:: Domestic Politics, Ideology, Xi Jinping, and Rhetoric
Political Geography:: China and Asia

47. China’s Anti-Corruption Efforts Gain Momentum in Finance and Healthcare

Author:: Alexis Brown
Publication Date:: 10-2024
Content Type:: Journal Article
Journal:: China Brief
Institution:: The Jamestown Foundation
Abstract:: On September 27, Chinese President Xi Jinping presided over a meeting of the Politburo, where he announced the end of the current round of finance inspections but suggested that more were to follow (Xinhua, September 27). The authorities may have chosen to focus on financial corruption to coincide with the restructuring of financial regulators in March, in which a central finance commission was created to give the Party center more direct control over the finance sector. This move indicates that the Party has taken a greater interest in the sector. So far in 2023, China’s anti-corruption organs, the Central Commission for Discipline Inspection (CCDI, 中国共产党中央纪律检查委员会) and the National Supervisory Commission (NSC, 中华人民共和国国家监察委员会), have intensified investigations across both the healthcare and finance sectors. Authorities have investigated at least 180 hospital chiefs and 80 senior employees in financial institutions between January and early September. [1] By comparison, the CCDI and NSC only targeted 12 hospital leaders from 2019-2022 (CCDI). Through the anti-corruption campaigns, the party leadership is likely to bolster support among certain demographics, eliminate political opponents, and address some real instances of graft. However, due to the absence of robust institutions and transparency, systemic corruption will persist after the current drives wind down. The Party and state organs carry out anti-corruption in healthcare regularly, but in 2023 they have elevated the importance of this work. This is the first time the CCDI and NSC were involved in the National Health Commission’s annual conference on anti-corruption, where a national centralized campaign to crack down on graft was launched. The campaign will continue until mid-2024 (National Health Commission, July 21). [2] One motivation may be to address public frustrations with healthcare from the COVID-19 pandemic. There was an uproar over incidents like hospitals turning away ER patients for not having negative Covid tests and testing centers generating huge profits but producing fraudulent test results (Joint Prevention and Control Mechanism of the State Council, December 9 2022 Credit China, December 23 2022). Another reason may be to combat illegal healthcare charges in order to boost household consumption, one of the government’s top economic targets for 2023 (Xinhua, March 14).
Topic:: Corruption, Finance, Public Policy, and Healthcare System
Political Geography:: China and Asia

48. Global IR Research Programme: From Perplexities to Progressions

Author:: Deepshikha Shahi
Publication Date:: 01-2024
Content Type:: Journal Article
Journal:: All Azimuth: A Journal of Foreign Policy and Peace
Institution:: Center for Foreign Policy and Peace Research
Abstract:: Our basic expectations vis-à-vis ‘the international’ have turned our phenomenal existence into two seemingly irreconcilable cognitive prisons: ‘one world’ with homogenizing propensities (dominated by the West) and ‘many worlds’ with heterogenizing predispositions (embodied by the non-West). Every so often, these cognitive prisons—oscillating between the extreme homogenizing propensities of the West and heterogenizing predispositions of the non-West— become obstacles in implementing effective global partnerships that are required to tackle the challenges thrown by global crisis-situations, e.g., the likelihoods of world war, financial crisis, climate change, pandemic, and the like. The agenda of the ‘Global IR research programme’ has emerged to demolish these cognitive prisons. To this end, this agenda finds rational support from multiple auxiliary theories that derive stimulus from hitherto denigrated knowledge-forms thriving in different corners of the world: e.g., Tianxia (all-under-heaven) from China, Advaita (non-duality) from India, and Mu No Basho (place of nothingness) from Japan. Nevertheless, the conditioned reflexes of many IR researchers compel them to receive the emergent knowledge-forms by correlating their ‘source’ and ‘scope’: generally, the knowledge-forms having their source in the West are granted a global scope, whereas the knowledge-forms having their source in the non-West are given a local scope; it is often suspected that the local non-Western knowledge-forms cannot grasp the larger global scenario. Philosophically, these conditioned reflexes emanate from Kantian dualism, which forms disconnected opposites of phenomena-noumena, science-metaphysics, West–non-West etc. This article reveals how the Global IR research programme—inspired by the Chinese, Indian and Japanese cosmovisions—strives to demolish the cognitive prisons of ‘one world versus many worlds’, thereby ensuring the prospective progressions of this research programme.
Topic:: International Relations and Research
Political Geography:: Japan, China, India, and Global Focus

49. Western-Centric Moments in Homegrown IR Theories: Dependency, Chinese and African Schools

Author:: Engin Sune
Publication Date:: 01-2024
Content Type:: Journal Article
Journal:: All Azimuth: A Journal of Foreign Policy and Peace
Institution:: Center for Foreign Policy and Peace Research
Abstract:: The modern international system has been shaped by long-standing historical practices of unequal power relations, which have positioned the Western world at the center of the political universe. Due to the centrality of the Global North in the international system, any IR theory that aims to portray a true picture of the “globe” necessarily situates the West at the center of scientific inquiry. Furthermore, the form of universality generated by Western hegemony has been diffused throughout the world over centuries, spreading Western political institutions, economic structures, and ideological norms in an uneven setting. As a result, the social structures of the Global South have developed through an uneven form of relationship and dialectical interaction with the West. Therefore, homegrown IR theories, which uncover local political, philosophical, or cultural motives as sources for theory-making, in fact, concentrate on stratified forms of the universal reality that is diffused through the uneven spread of Western social structures. In this sense, there is a Western-centric moment in any homegrown IR theory. Accordingly, this article develops a scientific realist account of the structure/agent relationship in order to analyze the material grounds of Western-centrism in the field of international politics and to evaluate the role of non-Western actors. Additionally, it critically evaluates distinctive homegrown theories produced on three different continents to reveal the aforementioned Western-centric moments in these theoretical initiatives. Namely, the Dependency School of Latin America, the Chinese School of International Relations, and the African School are respectively scrutinized to disclose the embedded Western-centrism in these theoretical initiatives.
Topic:: International Relations and International Relations Theory
Political Geography:: Africa, China, and Global South

50. China’s Role in the Middle East

Author:: John Calabrese and Yun Sun
Publication Date:: 02-2024
Content Type:: Video
Institution:: Middle East Institute (MEI)
Abstract:: The Middle East Institute (MEI) hosted an on-the-record briefing to discuss China’s role in the Middle East amid rising regional tensions and growing threats to both international security and the global economy.
Topic:: Security, Foreign Policy, International Security, and Economy
Political Geography:: China, Middle East, and Asia

51. The Party and the People: Chinese Politics in the 21st Century

Author:: Orhan Çifçi
Publication Date:: 01-2024
Content Type:: Journal Article
Journal:: Uluslararasi Iliskiler
Institution:: International Relations Council of Turkey (UİK-IRCT)
Abstract:: In his book, The Party and the People: Chinese Politics in the 21st Century, Bruce Dickson, Professor of Political Science and International Affairs at George Washington University, thoroughly scrutinizes China’s domestic political system and the inner structure of the Chinese Communist Party (CCP). Dickson largely limits his primer to the post-Mao period, with each of the book’s sections answering specific research questions: “What Keeps the Party in Power?”, “How Are Leaders Chosen?”, “How Are Policies Made?”, “Does China Have a Civil Society?”, “Do Political Protests Threaten Political Stability?”, “Why Does the Party Fear Religion?”, “How Nationalistic Is China?” and “Will China Become Democratic?”. Each question he seeks answers to sheds light on the relationship between the CCP and Chinese society. Dickson argues that the CCP has exercised unopposed authority throughout the country since 1949 despite many elite conflicts, economic catastrophes and social unrests. Nevertheless, the party has not always resorted to repressive methods to stay in power. Rather, it is the author’s main argument that the main survival policy is the party’s ability to be responsive to the demands of Chinese people. For Dickson, the repression-responsiveness dichotomy is the core strategy that made it possible for the CCP to rule China as a single party for decades.
Topic:: Politics, History, Book Review, and Political Parties
Political Geography:: China and Asia

52. The Future of the Belt and Road in Europe: How China’s Connectivity Project is Being Reconfigured across the Old Continent – and What It Means for the Euro-Atlantic Alliance

Author:: Nicola Casarini
Publication Date:: 02-2024
Content Type:: Working Paper
Institution:: Istituto Affari Internazionali
Abstract:: China’s Belt and Road Initiative (BRI) has entered the twilight zone in the old continent, following a deterioration of bilateral relations between the EU member states and China over the last years. Italy’s official exit from the BRI at the end of 2023 was a further blow to Chinese President Xi Jinping’s signature foreign policy. Yet, the BRI in Europe is being reconfigured rather than being terminated. In Western Europe, the BRI is moving away from physical infrastructure projects and investment in industrial assets – the latter being increasingly protected from Chinese takeovers by both national and EU legislation – to financial and monetary connectivity. This shift is welcomed by various European actors, including some policymakers at the national level, eurozone institutions and major banks. Concurrently, most of Eastern European countries continue to promote BRI projects and seek to attract Chinese investments, suggesting that there is a two-speed Europe when it comes to China, both in terms of geography and sectors.
Topic:: Infrastructure, Foreign Direct Investment, European Union, Belt and Road Initiative (BRI), and Currency
Political Geography:: China, Europe, Asia, and Italy

53. Sino-Russian relations in a geopolitical Europe

Author:: Pierre Andrieu
Publication Date:: 03-2024
Content Type:: Working Paper
Institution:: Robert Schuman Foundation (RSF)
Abstract:: The close relationship between Russia and China is by no means a solid, long-term alliance, but rather a temporary rapprochement, that has been strengthened by the Russian invasion of Ukraine. The fragility of this relationship, based on history and structural imbalances, persists and reinforces mutual mistrust. For the European Union, while all discussions with an aggressive and threatening Russia have disappeared, China remains both “a cooperation and negotiation partner, an economic partner and a systemic rival” with whom we need to maintain a sustained dialogue, commensurate with a Europe that has begun to assert its geopolitical dimension in the last two years.
Topic:: Bilateral Relations, Geopolitics, Rapprochement, and Russia-Ukraine War
Political Geography:: Russia, China, and Europe

54. China's Trade Strategies and Korea-China Cooperation Plans

Author:: Seung Shin Lee, Sang Baek Hyun, Su Yeob Na, and Young Sun Kim
Publication Date:: 01-2024
Content Type:: Policy Brief
Institution:: Korea Institute for International Economic Policy (KIEP)
Abstract:: As uncertainties in the global trade environment expand, China's trade strategy is changing, and these changes are expected to have a significant impact on our trade environment with China. This paper analyzed China's policies on new trade issues such as supply chain reorganization, digital trade, climate change response and proposed policy implications.
Topic:: Climate Change, International Cooperation, Bilateral Relations, Trade, and Digital Policy
Political Geography:: China, Asia, and South Korea

55. EU's “Open Strategic Autonomy” and its Implications for Korea

Author:: Youngook Jang
Publication Date:: 03-2024
Content Type:: Policy Brief
Institution:: Korea Institute for International Economic Policy (KIEP)
Abstract:: This brief explores the shifting global trade landscape characterized by weakening globalization and rising protectionism, exacerbated by events such as the US-China trade disputes, COVID-19 pandemic, and Russia's invasion of Ukraine. It discusses how these factors have prompted a trend towards 'Open Strategic Autonomy' (OSA) in the European Union (EU), as evidenced by newly suggested industrial and trade policies. The EU's experiences during the pandemic and energy dependence on Russia have emphasized the need for resilient supply chains. The analysis draws from Jang et al. (2023) to examine how the EU's OSA has evolved in response to these changes, offering insights for policy implications for Korea.
Topic:: European Union, Trade, Supply Chains, Strategic Autonomy, and Russia-Ukraine War
Political Geography:: China, Asia, South Korea, and United States of America

56. Analyzing South Korea’s Semiconductor Industry: Trade Dynamics and Global Position

Author:: Hyung-gon Jeong
Publication Date:: 03-2024
Content Type:: Policy Brief
Institution:: Korea Institute for International Economic Policy (KIEP)
Abstract:: U.S. sanctions on China's semiconductor industry are causing major shifts in the global supply chain, affecting South Korea's industry due to its reliance on Chinese manufacturing. The Biden administration's increased sanctions, combined with global trends towards semiconductor self-sufficiency, are putting South Korea's semiconductor position at risk. Countries such as the U.S., China, and Japan are building up their domestic semiconductor industries, potentially affecting South Korea's position in the global market. Deeply integrated with China, Korean companies, face the challenge of reducing this dependence and adapting to the evolving supply chain landscape. This paper examines the import and export trends of the South Korean semiconductor industry over the last five years to assess its global standing, identify challenges, and suggest strategic directions. Using data from the Korea Customs Service from 2019 to 2023, the study analyzes trade patterns and supply chain configurations within South Korea's semiconductor industry. The industry is divided into six main categories and 33 subcategories, based on the analysis of 381 semiconductor-related items categorized under the Harmonized System at the 10-digit level. This detailed classification allows for an in-depth examination of trade trends, supply chain structures, and associated risks within the South Korean semiconductor industry. Moreover, this research uses the classification method described and UN Comtrade statistics to create a dataset on global semiconductor trade. This dataset is used to analyze the international presence of the South Korean semiconductor industry and its market shares in China across different segments.
Topic:: Trade, Supply Chains, and Semiconductors
Political Geography:: China, Asia, and South Korea

57. North Korea’s 2023 Trade with China: Analysis and Forecasts

Author:: Jangho Choi and Yoojeong Choi
Publication Date:: 03-2024
Content Type:: Policy Brief
Institution:: Korea Institute for International Economic Policy (KIEP)
Abstract:: This article analyzes North Korea-China trade trends and statistics in 2023 to evaluate the extent of North Korea's trade normalization and its performance. North Korea's trade with China increased by more than 120% compared to the previous year as the country declared a COVID-19 Endemic and gradually eased border controls, but did not recover to 2018-19 levels, the year before the outbreak of COVID-19. Imports to China recorded 2.00 billion, 124.1% higher than the 0.89 billion in 2022. North Korea's imports from China in 2023 are estimated to be the maximum achievable given the lack of a full resumption of over-land trade. However, as the negative impact of UN sanctions on the North Korean economy is ongoing, making it difficult to normalize industrial production. North Korea mainly imported raw materials for processing trade (textile and garment raw materials), staple foods (rice and sugar), agricultural materials (fertilizer), and construction materials from China in 2023. North Korea’s exports to China stood at 0.29 billion, up 118.4% from 0.13 billion in 2023. Exports remain at the 16.9% of the level before the tightening of UN sanctions on North Korea, as the country has failed to diversify its products and expand exports of major export items. Exports were highly dependent on specific products, wigs and false eyelashes, a labor-intensive industry, accounting for 57.1% of total exports. In spite of increasing wigs export, North Korea failed to further expand its amount and diversify the export items in the second half of the year. According to the analysis of trade statistics, the main goals of North Korea's 2023 US foreign economic policy are: (1) resuming smuggling trade in textiles and clothing, (2) building irrigation canals in preparation for summer floods, (3) implementing state-led grain distribution, (4) building living houses in a rural area, and (5) increasing metal production for Russian arms exports. Despite the increase in imports from China in the transition to the coronavirus pandemic, it is difficult to say that it has yet led to the recovery of industrial production and economic development. The future of North Korea's trade with the rest of the world in 2024 will be determined by whether North Korea fully opens its borders and improves its relations with China. In 2024, both North Korea's exports and imports are expected to be slightly higher than in 2023. North Korea's exports are unlikely to increase significantly, as North Korea-Russia military cooperation is expected to continue and China is likely to maintain its checks on the growing Sino-Russian alignment. Increased imports will lead to a larger trade deficit, but it will be within North Korea's ability to manage for one to two years.
Topic:: Economics, Border Control, Trade, and COVID-19
Political Geography:: China, Asia, and North Korea

58. Deterrence Gap: Avoiding War in the Taiwan Strait

Author:: Jared M. McKinney and Peter Harris
Publication Date:: 01-2024
Content Type:: Book
Institution:: The Strategic Studies Institute of the U.S. Army War College
Abstract:: The likelihood China will attack Taiwan in the next decade is high and will continue to be so, unless Taipei and Washington take urgent steps to restore deterrence across the Taiwan Strait. This monograph introduces the concept of interlocking deterrents, explains why deterrents lose their potency with the passage of time, and provides concrete recommendations for how Taiwan, the United States, and other regional powers can develop multiple, interlocking deterrents that will ensure Taiwanese security in the short and longer terms. By joining deterrence theory with an empirical analysis of Taiwanese, Chinese, and US policies, the monograph provides US military and policy practitioners new insights into ways to deter the People’s Republic of China from invading Taiwan without relying exclusively on the threat of great-power war.
Topic:: Foreign Policy, International Security, Deterrence, and Cross-Strait Relations
Political Geography:: China, Taiwan, Asia, United States of America, and Indo-Pacific

59. International Competition in the High North: Kingston Conference on International Security 2022

Author:: Michael E. Lynch and Howard Coombs
Publication Date:: 01-2024
Content Type:: Book
Institution:: The Strategic Studies Institute of the U.S. Army War College
Abstract:: The 16th annual Kingston Consortium on International Security conference, “International Competition in the High North,” took place on October 11–13, 2022, in Kingston, Ontario, Canada. The conference examined the Arctic region in the context of ongoing climate change and against the backdrop of war in Ukraine. Over the past several years, the United States has acknowledged the growing importance of the Arctic as a strategic region, and the Department of Defense and each of the US military services have published Arctic policies or strategies. In addition, the Department of Defense has created a new regional study center, the Ted Stevens Center for Arctic Security Studies in Alaska. Canada and the other Arctic Council nations have also acknowledged the growing importance of the Arctic region and revised strategic frameworks and changed institutional approaches to ensure Arctic security challenges arising from great-power competition and other threats, like those to the environment, are addressed. This volume captures these ideas for the United States and its allies so all can benefit from this experience.
Topic:: Defense Policy, NATO, Climate Change, Indigenous, Strategic Competition, Arctic Council, Military, Dual Use Infrastructure, Environmental Security, and North American Aerospace Defense Command (NORAD)
Political Geography:: China and Arctic

60. Arming Allies and Partners: How Foreign Military Sales Can Change the China Problem

Author:: Brennan Devereaux
Publication Date:: 03-2024
Content Type:: Special Report
Institution:: The Strategic Studies Institute of the U.S. Army War College
Abstract:: Allies and partners are “a center of gravity” for the DoD National Defense Strategy in the Indo-Pacific.1 But are regional nations building military capacity to help the United States prepare for and deter a potential clash with the People’s Republic of China, or are they solely focused on defending their own territories? Although regional nations’ aims may often overlap, they also diverge in some cases. Partner-capacity development must therefore reflect the distinction between deterrence and territorial defense. The US military has been diligently building relationships and developing partner capacity in the Indo-Pacific region for years, conducting dozens of exercises annually and recently establishing the Joint Pacific Multinational Readiness Center.2 These efforts in the Indo-Pacific region have increased with the US military’s attempt to shift away from the Middle East, and President Joe Biden’s declaration that China is “the only competitor with both the intent to reshape the international order and, increasingly, the economic, diplomatic, military, and technological power to do it.”3 Regardless of efforts in the region, not all relationships with partners are equal; the potential assistance each partner would be willing to provide the US military in a conflict with China will vary for myriad reasons. Although each nation’s support requirements and development goals are distinct, assistance through military sales is a foundational aspect of building capacity, providing allies and partners a venue for acquiring military equipment. The Foreign Military Sales program, often critiqued for its inefficiencies, is being revamped by the US Department of State and Department of Defense.4 Partner nations purchasing US military equipment will remain focused on their own national interests, which for many partners remain security and the defense of sovereign territory. Updates to how the United States approaches military sales can also be tailored to support US military interests more effectively. In other words, US strategic objectives should underpin the prioritization of sales to specific countries, and US efforts should extend beyond financial benefits or the intangibles of building partnerships. To account for the unique and distinct challenges the US military faces in the Indo-Pacific theater, the modernization of Foreign Military Sales should aim to provide the United States with a relative military advantage over China by tailoring the program’s approach to arming allies in a way that complements US military efforts in the region. Modernizing Foreign Military Sales begins by categorizing nations based on their expected roles in a potential clash between the United States and China.
Topic:: Security, Defense Policy, Partnerships, and Arms Sales
Political Geography:: China, United States of America, and Indo-Pacific

61. A Baseline Assessment of the PLA Army's Border Reinforcement Operations in the Aksai Chin in 2020 and 2021

Author:: Dennis J. Blasko
Publication Date:: 04-2024
Content Type:: Special Report
Institution:: The Strategic Studies Institute of the U.S. Army War College
Abstract:: This report analyzes the People’s Liberation Army’s (PLA) border reinforcement operation throughout the Aksai Chin and adjacent areas from summer 2020 to early 2021. It is based largely on analysis of Google Earth imagery and provides a baseline for further analysis of the PLA deployment along the entire Line of Actual Control (LAC) in the Aksai Chin. Chinese Army units appear ready to remain in a defensive posture near the LAC the Aksai Chin indefinitely. This effort is the land domain equivalent of Chinese military maritime operations in the South China Sea and air and sea deterrent operations directed toward Taiwan.
Topic:: Armed Forces, Military, and People's Liberation Army (PLA)
Political Geography:: China, India, Xinjiang, and Aksai Chin

62. War with China: A View from Early 2024

Author:: Marco J. Lyons
Publication Date:: 04-2024
Content Type:: Special Report
Institution:: The Strategic Studies Institute of the U.S. Army War College
Abstract:: US defense analysts are overdue for a fundamental reassessment of the strategic factors that would shape a future Sino-American war. The United States may lower the overall risk of sparking a war between Washington and Beijing by more formally committing advanced US capabilities in intelligence collection and targeting, long-range fires, and theater air and missile defense to Japan and South Korea and by initiating bilateral planning to introduce such capabilities in Taiwan in the future. The US defense community still lacks a broad and integrated national strategy for successfully managing the rivalry with China. A clear-eyed assessment of a possible United States-China war could lead to a national strategy.
Topic:: Security, Intelligence, Bilateral Relations, Territorial Disputes, and Strategic Planning
Political Geography:: Japan, China, Taiwan, Asia, United States of America, and South China Sea

63. Decisive Decade: PRC Global Strategy and the PLA as a Pacing Challenge – 2023 PLA Conference

Author:: George R. Shatzer and Joshua Arostegui
Publication Date:: 04-2024
Content Type:: Book
Institution:: The Strategic Studies Institute of the U.S. Army War College
Abstract:: The US Army War College’s 2023 Conference on the People’s Liberation Army (PLA) was held February 22 to 24, 2023, at Carlisle Barracks, Pennsylvania. The conference, entitled “Decisive Decade: PRC Global Strategy and the PLA as Pacing Challenge,” featured presentations on PRC global and regional strategy, and the PLA’s enabling role by experts from a wide range of academic, media, and government agencies and organizations. The conference papers better defined the notion of the PLA as a pacing challenge as evidenced by PRC strategies and activities in various regions to build a much stronger appreciation of how PLA operations in these locations matter to each other and the whole of the PRC’s broader national strategy. The event also included presentations on Chinese military deterrence and potential justifications for a cross-Strait conflict following US House Speaker Pelosi’s visit to Taiwan in August 2022. Specific topics included the PRC’s acceleration of military reforms and its extending reach; how the PRC can use various regional crises to justify military action against Taiwan; countering PRC military strength in Northeast Asia; and the PRC’s growing economic and security engagements with Latin America, Africa, South Asia, Russia, and Europe.
Topic:: Security, Bilateral Relations, Military, and People's Liberation Army (PLA)
Political Geography:: Russia, China, and Asia

64. Episode 04: Exporting the War on Terror: Islamophobia in Asia

Author:: Sahar Aziz and Khaled A. Beydoun
Publication Date:: 03-2024
Content Type:: Video
Institution:: Center for Security, Race and Rights (CSRR), Rutgers University School of Law
Abstract:: Host Sahar Aziz and Arizona State University Sandra Day O'Connor College of Law Professor Khaled Beydoun discuss the latest legal and political developments in the troubling rise of global Islamophobia in India, China, and other Asian countries. The conversation is informed by Professor Beydoun’s new book The New Crusades: Islamophobia and the Global War on Muslims.
Topic:: Politics, Law, Discrimination, Islamophobia, War on Terror, and Muslims
Political Geography:: China, India, and Asia

65. The Russia Factor in China’s Relations with the West

Author:: Klaus W. Larres and Lea Thome
Publication Date:: 04-2024
Content Type:: Journal Article
Journal:: Baku Dialogues
Institution:: ADA University
Abstract:: Tension between China and the Western world has been a characteristic of global affairs for the better part of the last decade. Notwithstanding Russia’s full-scale invasion of Ukraine in February 2022, the United States continues to view China as its greatest global rival and competitor. In fact, many policymakers in Washington (though by no means all of them) view China as an existential threat to America’s global influence and predominance. As the European Union and its 27 member states are not among the world’s superpowers, the Europeans have a somewhat more relaxed attitude toward China. Still, according to an important policy statement issued by the EU Commission in 2019, Brussels has come to see Beijing not only as a “partner and competitor” but also as a serious “systemic rival.” This refers less to geopolitical concerns but very much to global governance issues and geoeconomic, trade, and investment relations with China. The EU is deeply concerned about the continuing lack of reciprocity of market access, intellectual property theft, and China’s frequently state-subsidized competition regarding cutting-edge technology products, including solar panels, EV vehicles, and many other products, which may soon swamp the EU market. The EU Commission has launched an investigation into China’s production of EV vehicles and also Beijing’s shipbuilding industry, which it suspects may well work on the basis of rather unfair and highly subsidized support from the Chinese state.
Topic:: Foreign Policy, Markets, Geopolitics, Economy, Strategic Competition, and Production
Political Geography:: China, Europe, Asia, and United States of America

66. Digital Governance: Technology Tensions with China and Implications

Author:: Alex He and Robert Fay
Publication Date:: 03-2024
Content Type:: Special Report
Institution:: Centre for International Governance Innovation (CIGI)
Abstract:: As a superpower that is deeply integrated in global supply chains, China is becoming an economic giant, but its use of technology to capture data using methods that may pose cyber- and national security risks is raising concerns. While some view China’s motivations as an attempt to advance its status from an upper-middle-income economy to a developed economy, others see more nefarious intentions behind its authoritarian, top-down governance model. Further complicating the situation is the growing technology competition between China, the United States and Europe over the control of data, the technologies that use this data and the values upon which they should be used. The Centre for International Governance Innovation’s second annual conference on Digital Governance in China explored these and other issues related to the global implications of China’s governance model in the digital age.
Topic:: Development, Science and Technology, Governance, Economy, and Supply Chains
Political Geography:: China and Asia

67. Defining Peace: A content analysis of Brazil's, China's, and the European Union's discourses on the Ukraine War

Author:: Luis Gouveia Junior
Publication Date:: 01-2024
Content Type:: Journal Article
Journal:: The Rest: Journal of Politics and Development
Institution:: Centre for Strategic Research and Analysis (CESRAN)
Abstract:: Since the beginning of the Russian invasion of Ukraine in 2022, many political leaders have vowed to settle this conflict. Although Brazil, China, and the European Union were among these voices, some have accused these international actors of propelling the war. This study offers a content analysis of the speeches proffered by Lula da Silva, Ursula Von der Leyen, and Xi Jinping, the political leaders of these three actors. This analysis concluded that Ursula Von der Leyen mentions peace fewer times, accounts solely for Russia’s responsibility for the war, and presents a perspective akin to International Relations neoliberal theory. Meanwhile, Lula da Silva provides some views closer to Johan Galtung’s theories. Nevertheless, the Brazilian president does not clearly explain the beginning of the war, affirming that negotiation is the pathway to peace. Finally, Xi Jinping stresses his Global Security Initiative and avoids calling “war” what is happening in Ukraine.
Topic:: International Relations, European Union, Peace, Russia-Ukraine War, and Discourse Analysis
Political Geography:: Russia, China, Europe, Ukraine, and Brazil

68. Is Guanxi Changing? Referral Hiring and Social Networks in China

Author:: Elena Obukhova and Yao Lu
Publication Date:: 04-2024
Content Type:: Video
Institution:: Weatherhead East Asian Institute, Columbia University
Abstract:: What is the role of guanxi in China today? To answer this question, Professor Elena Obukhova examines the relationship between social networks and referral hiring. In the first study, she compares China and the US. In the second study, she explores differences between China’s provinces. This event is part of the 2023-2024 lecture series on “Labor Market Transformations in China" and is hosted by the Weatherhead East Asian Institute and cosponsored by Columbia's China Center for Social Policy.
Topic:: Markets, Labor Issues, Social Networks, and Hiring
Political Geography:: China, Asia, and United States of America

69. Wuhan: How the COVID-19 Outbreak in China Spiraled Out of Control

Author:: Dali Yang, Qin Gao, Junyan Jiang, and Xiaobo Lü
Publication Date:: 03-2024
Content Type:: Video
Institution:: Weatherhead East Asian Institute, Columbia University
Abstract:: The Covid-19 pandemic, which began as an outbreak in Wuhan in late 2019, has claimed millions of lives and caused unprecedented disruptions. Despite its generation-defining significance, there has been a surprising lack of independent research examining the decisions and measures implemented in the weeks leading up to the Wuhan lockdown, as well as the missteps and shortcomings that allowed the novel coronavirus to spread with minimal hindrance. In this book talk, Wuhan: How the COVID-19 Outbreak in China Spiraled Out of Control, Dali L. Yang scrutinizes China's emergency response to the Covid-19 outbreak in Wuhan, delving into the government's handling of epidemic information and the decisions that influenced the scale and scope of the outbreak. Yang's research reveals that China's health decision-makers and experts had an excellent head start when they implemented a health emergency action program to respond to the outbreak at the end of December 2019. With granular detail and compelling immediacy, Yang investigates the political and bureaucratic processes that hindered information flows and sharing, as well as the cognitive framework that limited understanding of the virus's contagiousness and hampered effective decisions and enabled the outbreak to spiral out of control.
Topic:: Government, Crisis Management, Bureaucracy, COVID-19, Decision-Making, Zero-COVID, and Emergencies
Political Geography:: China and Asia

70. China and Latin America: A New Assessment

Author:: Parsifal D'Sola Alvarado and Xiaobo Lü
Publication Date:: 02-2024
Content Type:: Video
Institution:: Weatherhead East Asian Institute, Columbia University
Abstract:: Parsifal D'Sola, a MARSEA alum, will deliver a presentation offering a general overview of the current state and prospective trends in China-Latin America relations. The talk will explore the evolving interactions and strategic dynamics between China and Latin American countries, highlighting developments over the past two decades. Key areas of discussion include the impact of the Belt and Road Initiative in Latin America and the peripheral effects of US-China tensions on the region. An important aspect of the presentation will be examining the diverse perceptions of China across Latin American countries and how these views influence bilateral relations and policy decisions. D'Sola will also share his thoughts on future trends, offering a broad perspective on the likely course of China's engagement with Latin America in the coming years. Speaker's Bio: Parsifal D’Sola is the founder and executive director of the Andres Bello Foundation – China Latin America Research Center in Bogota, Colombia. He is a non-resident senior fellow at the Atlantic Council’s Global China Hub. Parsifal is a Chinese foreign policy analyst specializing in Sino-Latin American relations with a focus on Venezuela. Between 2019 and 2020, he acted as Chinese foreign policy advisor to the Foreign Affairs Minister of the Interim Government of Venezuela. He holds a BS in Telecommunications Engineering from Universidad Católica Andrés Bello, an MA in East Asian Studies from Columbia University, an MSc in International Politics from the School of Oriental and African Studies, London University, and an advance language diploma from Beijing Language and Culture University.
Topic:: Foreign Policy, Bilateral Relations, Belt and Road Initiative (BRI), and Trade
Political Geography:: China, Asia, and Latin America

71. The White Crane of Alagśa: Legends of the Sixth Dalai Lama in Mongolia

Author:: Sangseraima Ujeed and Gray Tuttle
Publication Date:: 03-2024
Content Type:: Video
Institution:: Weatherhead East Asian Institute, Columbia University
Abstract:: The Sixth Dalai Lama Tsangyang Gyatso (1683-1706/46) was recognized in secrecy, lived in controversy, and passed out of history in mystery. The popular tradition holds that he died whilst travelling to Beijing. Yet in some parts of Mongolia, it is believed that the exiled Sixth Dalai Lama escaped his captors and lived out his life in the dessert Gobi region of Alagśa, Inner Mongolia. To this day in Alagśa, the figure of the Sixth Dalai Lama still serves as a central pillar of the Alagśan identity, religion, and cultural pride among the local Mongolian population. Based on new materials in the form of oral histories, local legends, folk songs, poems, and textual sources which I collected about the Sixth Dalai Lama and the reincarnation of the Desi Sanggye Gyatso in Alagśa during a research trip in 2019, this paper will explore the formation of religio-cultural identity and the invention of tradition in the Alagśa during the early eighteenth century. This is not a paper that tries to solve the mystery of Tsangyang Gyatso’s death, but rather, one that explores the role Tsangyang Gyatso played for the Alagśa Mongols in creating narratives of identity and their realm Alagśa as an authentic Buddhist central place. This is a story of how Tsangyang Gyatso, his identities, and his interpersonal relationships were reborn in Alagśa and the role he played in consolidating Alagśa’s place within the wider geopolitical spheres of the cosmopolitan Buddhist world that spanned the Himalayas, Inner Asia, and the Qing.
Topic:: Religion, History, Geopolitics, Identity, Tradition, Dalai Lama, and Reincarnation
Political Geography:: China, Mongolia, and Asia

72. Freedom Undone: The Assault on Liberal Values and Institutions in Hong Kong

Author:: Michael Davis and Junyan Jiang
Publication Date:: 03-2024
Content Type:: Video
Institution:: Weatherhead East Asian Institute, Columbia University
Abstract:: A lot has been written about the 2019 protests in Hong Kong and the aggressive police crackdown offered in response. Much less has been written about the more severe assault on liberal values and institutions that followed. In his new book Professor Davis takes a forensic look at both the growing Beijing intervention in Hong Kong affairs from the handover forward and its culmination in the more severe crackdown that followed the 2019 protest, the 2020 passage of the National Security Law, and the 2021 Beijing imposition of a patriots-only electoral system. This talk will highlight the comprehensive impact of these developments on Hong Kong’s rule of law, its criminal justice system, and the many freedoms for which the vibrant city was long known—often previously ranking among the highest in the world. The diminution of basic freedoms has touched nearly all sectors of society, including education, the media, public broadcasting, civil society organizations, legal services, and so on. The city long known for a vibrant public debate, its vigorous media landscape, and some of the largest non-violent protests in the world has gone silent. The sheer comprehensiveness of this imposition raises questions not only for Hong Kong but for liberal democratic values globally, as autocratic regimes such as the PRC seek to advance their illiberal agenda.
Topic:: Protests, Institutions, Liberalism, and Autocracy
Political Geography:: China, Asia, and Hong Kong

73. Outsourcing Repression: Everyday State Power in Contemporary China

Author:: Lynette Ong and Junyan Jiang
Publication Date:: 01-2024
Content Type:: Video
Institution:: Weatherhead East Asian Institute, Columbia University
Abstract:: How do states coerce citizens into compliance while simultaneously minimizing backlash? In Outsourcing Repression, Lynette Ong examines how the Chinese state engages nonstate actors, from violent street gangsters to nonviolent grassroots brokers, to coerce and mobilize the masses to pursue its ambitious urbanization project. She draws on ethnographic research conducted annually from 2011 to 2019--the years from Hu Jintao to Xi Jinping, a unique and original event dataset, and a collection of government regulations in a study of everyday land grabs and housing demolition in China. Theorizing a counterintuitive form of repression that reduces resistance and backlash, Ong invites the reader to reimagine the new ground state power credibly occupies. Everyday state power is quotidian power acquired through society by penetrating nonstate territories and mobilizing the masses within. After the book’s publication, Lynette has extended the arguments to explain the success, failure, and implications of China’s Zero-Covid Policy in the Journal of Democracy, Foreign Affairs and the Economist etc. Outsourcing Repression has won the American Sociology Association’s Distinguished Contribution to Scholarship in Political Sociology, and the Human Rights Best Book Awards from the American Political Science Association, the American Sociological Association, and the International Studies Association.
Topic:: Non State Actors, Governance, State, Coercion, Zero-COVID, and State Power
Political Geography:: China and Asia

74. German Ports and China: How to Reconcile Openness, Resilience and Security?

Author:: Marie Krpata
Publication Date:: 04-2024
Content Type:: Case Study
Institution:: Institut français des relations internationales (IFRI)
Abstract:: Germany is dependent on its ports for the smooth running of its open economic model and has benefited from globalization in recent decades when the internationalization of its value chains strengthened its competitiveness. Yet, with today’s hardening geopolitics, the vulnerabilities of Europe’s leading economic power are becoming apparent. Germany’s ports are an indispensable interface between its production base and its export markets, as well as for its sources of supply. Crucial to its competitiveness, Germany’s ports are becoming increasingly indispensable for energy supplies given the country’s decoupling from Russian hydrocarbons, and they are essential for the deployment of military equipment to Europe’s eastern flank. This is why particular vigilance is required in ports such as Hamburg, where the Chinese shipping company COSCO has acquired a stake in the company operating the Tollerort terminal. This transaction would scarcely have worried anyone in the past. But now it is the subject of bitter discussions, with the Zeitenwende (“change of era”) announced by Olaf Scholz in reaction to Russia’s war of aggression against Ukraine. Increased caution seemed to gain a foothold in order not to repeat past mistakes –until the German Chancellor decided in favor of the acquisition. Given closer ties between China and Russia, China’s assertive stance on the international stage, and increased pressure on Germany from its American ally to clarify its position with regard to its main trading partner, Germany is seeing its room for maneuver shrink. Today, we need a more European approach that goes beyond short-term, profit-driven concerns. But to achieve this, we need to put in place a range of resources to be deployed in a resolutely cooperative approach.
Topic:: Security, International Trade and Finance, Sports, Trade, Industry, and Resilience
Political Geography:: China, Europe, Asia, and Germany

75. Xi Jinping’s Visit to France: Stumbling Blocks Pile Up on the Path of Bilateral Cooperation

Author:: Marc Julienne
Publication Date:: 05-2024
Content Type:: Working Paper
Institution:: Institut français des relations internationales (IFRI)
Abstract:: On May 6 and 7, Chinese President Xi Jinping will pay a state visit to France, his first to Europe since 2019 and the Covid-19 pandemic. Emmanuel Macron and Xi Jinping will celebrate Franco-Chinese friendship and the sixtieth anniversary of the establishment of diplomatic relations between their two countries. It comes at a time when the bilateral relationship is officially perceived as positive on both sides, especially after the French President’s visit to China in April 2023. However, beneath the diplomatic varnish, obstacles are piling up, and the space for cooperation between the two countries is receding. Of the four major areas of cooperation on the visit’s agenda – Ukraine, economic relations, human and cultural exchanges, and global challenges – the first three are already facing significant limitations. Beyond the strictly bilateral relationship, the two heads of state have radically different visions of and for Europe. Finally, there is a number of issues that remain absent from the discussions, which are not likely to ease tensions: the Taiwan Strait, nuclear arms control and Chinese interference in Europe. They will need to be addressed sooner or later.
Topic:: Foreign Policy, Diplomacy, Bilateral Relations, Emmanuel Macron, and Xi Jinping
Political Geography:: China, Europe, Asia, and France

76. Power and Financial Interdependence

Author:: Brad Setser
Publication Date:: 05-2024
Content Type:: Working Paper
Institution:: Institut français des relations internationales (IFRI)
Abstract:: The link between financial self-reliance and geopolitical power has long been debated. The unbalanced Sino-American trade relationship has created asymmetric financial ties which generate potential sources of leverage for both parties and will not quickly disappear. Absent a clarifying major crisis, it will be difficult to definitively determine which party has greater leverage. Many in the United States (US) are concerned about indebtedness to its primary strategic rival, and the risks posed by a sudden Chinese withdrawal from US financial markets. US policymakers actively sought to encourage China’s top leadership not to withdraw financing from the market for US Agency securities in the run-up to the global financial crisis. Yet China also sees risks in this unbalanced financial relationship. Chinese policymakers have expressed concern about the domestic political consequences of losses on either their Treasury or Agency holdings and actively have sought to diversify China’s reserves – including by substituting the risk of lending to developing economies for the visibility associated with large holdings of Treasuries in US custodians. China increasingly worries that its dollar holdings and the dollar’s global role increase its vulnerability to potential financial sanctions. Both parties thus worry about the possibility that financial interdependence can be weaponized yet find it hard to extricate themselves from the inevitability of financial interdependence absent a clean break from an entrenched pattern of trade imbalances.
Topic:: International Trade and Finance, Bilateral Relations, Finance, and Interdependence
Political Geography:: China, Asia, North America, and United States of America

77. Seeking Safer Shells: An Analysis of Interpretations, Justifications, and Rationales Behind Decisions on North Korean Defectors’ Right to Asylum

Author:: Megumi Faith Mallari and Saleh Naas
Publication Date:: 04-2024
Content Type:: Journal Article
Journal:: Journal of Public and International Affairs (JPIA)
Institution:: School of Public and International Affairs (SPIA), Princeton University
Abstract:: Despite their known and indisputable need for protection, North Koreans often have their applications for asylum rejected. This paper outlines the differing interpretations of North Koreans’ right to asylum and investigates the rationales and justifications behind them through the case studies of the United Kingdom, the United States, Germany, France, the Netherlands, and China (PRC). The paper argues that the rationale of the European countries analyzed is based on their generally restrictive view on asylum, independent from their political positioning on the Democratic People's Republic of Korea (DPRK). Contrastingly, the rationales of the United States and the PRC are grounded in interests directly related to the Korean peninsula and Cold War narratives.
Topic:: Geopolitics, Asylum, and Refugee Policy
Political Geography:: China, United Kingdom, Asia, South Korea, North Korea, France, Germany, Netherlands, and United States of America

78. Emerging Powers and the Future of American Statecraft

Author:: Christopher S. Chivvis and Beatrix Geaghan-Breiner
Publication Date:: 04-2024
Content Type:: Special Report
Institution:: Carnegie Endowment for International Peace
Abstract:: The structure of international politics is changing in ways that are not fully appreciated in Washington. The United States has paid a great deal of attention to the rise of China in the last decade but much less to emerging powers whose rise will also shape the operating environment for American statecraft. No single emerging power will have an impact tantamount to China’s, but they will have a significant impact collectively due to their geopolitical weight and diplomatic aspirations. America has limited ability to influence the trajectory of these emerging powers, identified in this report as Argentina, Brazil, India, Indonesia, Mexico, Nigeria, Saudi Arabia, South Africa, Thailand, and Türkiye. They have taken stances that contrast or directly clash with U.S. positions on China and on Russia over the past few years. Nearly all have voiced concerns about Washington’s approach to the war in Ukraine, even as they criticized Moscow’s invasion. Almost none would line up with the United States in a confrontation with China. Instead, they are likely to pursue highly self-interested foreign policies. Washington should expect that they will increasingly challenge some of its policies, sustain relationships with its adversaries, and press their own agendas on the global stage. The emerging powers’ statecrafts are shaped in large part by their drive for economic security. But their geographies, different preferences for world order, domestic politics, and defense relationships also play a role. Concerns about the strength of democracy in other countries, which has played an animating role in U.S. foreign policy for decades, are a lower priority for them, no matter how democratic they are. It will be a mistake for the United States to frame its relations with these emerging powers primarily as part of a competition for influence with China and Russia, however tempting it may be to do so. These powers are not swing states that will tilt decisively toward either side in a global great power competition. Most will resist any efforts to bring them into a U.S.-led camp as in the Cold War. Trying to make them do so would also risk strategic overreach by embroiling the United States too deeply in the emerging powers’ domestic politics or by expending its resources in pursuit of building ties that never materialize. A better approach for the United States would be to focus on negotiating interest-based deals with emerging powers while cordoning off areas of disagreement. These might include tailored market access and investment agreements, agreements on technology manufacturing, energy transition initiatives, efforts to combat deforestation, efforts to build public health infrastructure, and infrastructure investments. It would be wasteful of the United States to offer these countries security guarantees, but in some cases providing security assistance can serve its interests. Washington should accept that most of these countries will maintain close diplomatic, economic, and sometimes security relationships with China and probably Russia. Over the longer term, it will serve U.S. interests to strengthen the sovereignty of emerging powers when possible and cost-effective to do so. This will provide a bulwark against the undue expansion of China’s power and influence and help ensure that, even if they do not side with the United States, they are not drawn closely into the orbit of its major geopolitical competitors. Strengthening emerging powers’ sovereignty will also help boost their development as constructive powers with a stake in sustaining a peaceful world order conducive to global economic growth.
Topic:: Foreign Policy, Sovereignty, Strategic Competition, and Emerging Powers
Political Geography:: Africa, Russia, China, Middle East, Asia, Latin America, and United States of America

79. Tracing the Roots of China’s AI Regulations

Author:: Matt Sheehan
Publication Date:: 02-2024
Content Type:: Working Paper
Institution:: Carnegie Endowment for International Peace
Abstract:: In 2021 and 2022, China became the first country to implement detailed, binding regulations on some of the most common applications of artificial intelligence (AI). These rules formed the foundation of China’s emerging AI governance regime, an evolving policy architecture that will affect everything from frontier AI research to the functioning of the world’s second-largest economy, from large language models in Africa to autonomous vehicles in Europe. U.S. political leaders often warn against letting China “write the rules of the road” in AI governance. But if the United States is serious about competing for global leadership in AI governance, then it needs to actually understand what it is competing against. That requires examining the nuts and bolts of both China’s AI regulations and the policy process that shaped them. This paper is the second in a series breaking down China’s AI regulations and pulling back the curtain on the policymaking process shaping them. The Chinese Communist Party (CCP) and the Chinese government started that process with the 2021 rules on recommendation algorithms, an omnipresent use of the technology that is often overlooked in international AI governance discourse. Those rules imposed new obligations on companies to intervene in content recommendations, granted new rights to users being recommended content, and offered protections to gig workers subject to algorithmic scheduling. The Chinese party-state quickly followed up with a new regulation on “deep synthesis,” the use of AI to generate synthetic media such as deepfakes. Those rules required AI providers to watermark AI-generated content and ensure that content does not violate people’s “likeness rights” or harm the “nation’s image.” Together, these two regulations also created and amended China’s algorithm registry, a regulatory tool that would evolve into a cornerstone of the country’s AI governance regime. Contrary to popular conception in the rest of the world, China’s AI governance regime has not been created by top-down edicts from CCP leadership. President Xi Jinping and other top CCP leaders will sometimes give high-level guidance on policy priorities, but they have not been the key players when it comes to shaping China’s AI regulations. Instead, those regulations have been the product of a dynamic and iterative policymaking process driven by a mix of actors from both inside and outside the Chinese party-state. Those actors include mid-level bureaucrats, academics, technologists, journalists, and policy researchers at platform tech companies. Through a mix of public advocacy, intellectual debate, technical workshopping, and bureaucratic wrangling, these actors laid the foundations for China’s present and future AI regulations. This paper traces the progression of these regulations through the “policy funnel” (see figure 1) of Chinese AI governance. For both recommendation algorithms and deep synthesis rules, the initial spark for the regulation came from long-standing CCP concerns about the creation and dissemination of online content. For the former, the rise of the algorithmically driven news app Toutiao threatened the CCP’s ability to set a unified narrative and choose which stories are pushed to readers. In the case of deep synthesis, online face swap videos grabbed the attention of the Chinese public and led government regulators to consider the threat of deepfakes. Over the course of 2017–2020, these concerns made their way through China’s bureaucracy. Regulators took a series of stopgap measures in specific applications, while also tasking policy analysts and government-adjacent technical organizations with exploring different regulatory interventions.
Topic:: Science and Technology, Governance, Regulation, and Artificial Intelligence
Political Geography:: China, East Asia, and Asia

80. The risk of artificial intelligence: China edition

Author:: Filip Jirouš
Publication Date:: 04-2024
Content Type:: Special Report
Institution:: Center for the Opening and Development of Latin America (CADAL)
Abstract:: We should be worried about China’s AI capacities, not only because it enhances the powers of the Party-state, but also because it is exporting its population control technology and policy abroad.
Topic:: Science and Technology, Governance, Authoritarianism, Surveillance, Artificial Intelligence, Social Control, and Threat Assessment
Political Geography:: China and Asia

81. Starr Forum: China: The Rise and Fall of the EAST

Author:: Yasheng Huang and Will Knight
Publication Date:: 04-2024
Content Type:: Video
Institution:: MIT Center for International Studies
Abstract:: Speaker: Yasheng Huang, Epoch Foundation Professor of Global Economics and Management, MIT Sloan School of Management, and faculty director of the MIT-China Program at the Center for International Studies. Discussant: Will Knight, senior writer, Wired magazine, covers artificial intelligence and other emerging technology. He was previously a senior editor at MIT Technology Review, where he wrote about fundamental advances in AI and China’s AI boom.
Topic:: Science and Technology, Geopolitics, and Autocracy
Political Geography:: China and Asia

82. US Hegemony in Latin America: Think Tanks and the Formation of Consensus about the Chinese Presence

Author:: Luciana Wietchikoski and Livia Peres Milani
Publication Date:: 05-2024
Content Type:: Journal Article
Journal:: Revista Brasileira de Política Internacional (RBPI)
Institution:: Instituto Brasileiro de Relações Internacionais (IBRI)
Abstract:: In recent years, U.S. government agencies have defined the Chinese presence in Latin America as a challenge, which has organized foreign policy towards the region. Departing from a neo-Gramscian approach, this paper investigates the bibliographical production of U.S. think tanks and seeks to understand the construction of consensus about the Chinese presence in Latin America. The methodology is based on content analysis and we identified two main narratives: in the first, the Chinese presence is presented as a threat to U.S. regional hegemony; in the second, the Chinese adaptation to liberal precepts is sought. There are therefore nuances in how the Chinese power is perceived, although the discourses remain restricted to the promotion of capitalism and neoliberalism under U.S. leadership.
Topic:: Foreign Policy, Hegemony, and Think Tanks
Political Geography:: China, Latin America, North America, and United States of America

83. Palestine: Public Opinion Report 2023, Part 2

Author:: Khalil Shikaki
Publication Date:: 02-2024
Content Type:: Special Report
Institution:: Arab Barometer
Abstract:: Palestinians see the Israeli occupation as the most critical threat facing Palestine and their most preferred countries are Turkey, Qatar, and China. In a comparison between China's and U.S. foreign policies, the Palestinian public views China's policies more positively than those of the U.S. on all issues at hand. Wide-ranging opposition to Arab normalization with Israel remains as strong as it was two years ago, but most express optimism about the world's solidarity with the Palestinians, and the vast majority expresses opposition to Russia's invasion of Ukraine. These are the results of the latest wave of the Arab Barometer (AB) poll in Palestine, the 8th to be conducted since the start of these polls in the Arab World. The poll was conducted by the Palestinian Center for Policy and Survey Research (PSR) in the West Bank and the Gaza Strip essentially during the period immediately before the start of the October the 7th war in the Gaza Strip and its envelop on the Israeli side. The period leading up to the poll witnessed a number of important developments, including the 30th anniversary of the signing of the Oslo Accords. The period saw a rise in the number of Israeli incursions into Palestinian cities and refugee camps, particularly in the northern parts of the West Bank. During this period, Palestinian factional leaders met in City of El Alamein in Egypt in the presence of President Abbas but failed to agree on a joint statement. During this period, settler terrorist acts in Palestinian areas of the West Bank increased, as did armed attacks by Palestinians against settlers and Israelis. Finally, there have been press reports that there are US-Saudi negotiations to reach an agreement to normalize SaudiIsraeli relations and that Palestinian-Saudi and Palestinian-American meetings have been held to set Palestinian conditions for this normalization agreement. This report is the second in a series of reports that cover the findings of the current wave of AB. It addresses one important issues covered by AB8: Palestinian perception of various international and regional actors and other international relations issues. While the focus is placed on the findings of AB8 regarding these topics, the report sets to compare these findings with those obtained by PSR in AB7, conducted two years earlier, and one poll conducted after AB8.
Topic:: International Relations, Foreign Policy, Public Opinion, Normalization, and October 7
Political Geography:: China, Turkey, Middle East, Israel, Palestine, and Qatar

84. Lessons from China's fiscal policy during the COVID-19 pandemic

Author:: Tianlei Huang
Publication Date:: 03-2024
Content Type:: Working Paper
Institution:: Peterson Institute for International Economics (PIIE)
Abstract:: Expansionary fiscal policy helped China's economy grow in 2020, a year in which most economies contracted because of the COVID-19 pandemic. Amid a broader pivot to policy and regulatory tightening, fiscal support was withdrawn in 2021. In 2022, government budget turned expansionary to ensure economic stability ahead of the Communist Party Congress, but the execution fell short and fiscal policy ended up being weaker than planned. A recurrent problem during the pandemic, however, was that local governments did not fully spend their budgets. Aside from the sharp drop in local governments' land sale revenue in 2022, which dragged down their spending, it was also caused by local governments' failure to fully utilize their special bond quotas approved by the central government for capital investment. China's fiscal policy during the COVID-19 pandemic highlights four issues with implications for fiscal policy making. First, the government needs to avoid projecting unrealistically high land sale revenue in its budgets. Second, it needs to reconsider its problematic use of local-government special bond as a major fiscal stimulus instrument. Third, it needs to make sure its deficit, growth, and inflation targets are consistent. Last, Beijing needs to be more tolerant of higher fiscal deficits, at a minimum ensuring that overall fiscal spending grows at least as rapidly as nominal output.
Topic:: Budget, Economic Growth, Fiscal Policy, COVID-19, and Fiscal Deficit
Political Geography:: China and Asia

85. China’s Perspective on Economic Security

Author:: Audrye Wong
Publication Date:: 01-2024
Content Type:: Working Paper
Institution:: Korea Economic Institute of America (KEI)
Abstract:: This paper examines how Beijing views economic security as well as other countries’ actions in this realm. Economic security is not a new or foreign concept to Chinese thinkers and policymakers, but the emphases, concerns, and priorities have evolved, due in part to changes in the international environment as well as in China’s own economic and geopolitical situation. This paper examines how Chinese leaders and scholars have approached the definition and scope of economic security, as well as recent and proposed policy responses. It draws on a range of Chinese-language official documents and scholarly writings, as well as broader secondary source analyses. The paper explores that while Chinese discussions of economic security tend to be framed as ensuring economic development and stability, development is implicitly and explicitly linked to national security. Many writings emphasize that economics is the foundation for national strength (including military capabilities). As such, it is more than just economic survival and growth for the economy’s sake; it also has implications for China’s geopolitical position in the international order. In that respect, economic stability and national security may be hard to separate. Indeed, we see a resurgence in today’s rhetoric about the notions of development and security as inextricably linked, along with the need to coordinate the two—and in service of maintaining CCP rule and regime stability. Finally, the paper shows Beijing is taking concrete steps toward increased legalization and institutionalization of economic security measures. This represents a shift, at least in the domain of retaliatory countermeasures, from its usually more “informal” approach to economic coercion, which has afforded more flexibility and minimized political costs for the regime. At the same time, actual implementation has been relatively limited thus far.
Topic:: Foreign Policy, Development, National Security, Trade Wars, and Economic Security
Political Geography:: China and Asia

86. South Korea: Caught in the Crosshairs of U.S.−China Competition Over Semiconductors

Author:: Paul Triolo
Publication Date:: 01-2024
Content Type:: Working Paper
Institution:: Korea Economic Institute of America (KEI)
Abstract:: This paper explores how countries with advanced semiconductor industries are caught in the middle of the growing U.S.-China competition in technology that is focused on advanced computing. Among them, South Korea and its national champions, Samsung and SK Hynix, have arguably incurred some of the most significant pressure. This paper explores how those firms have billions of dollars of sunk investment in China-based facilities producing cutting-edge memory, and the future of these facilities remains in doubt after a series of U.S. export control measures unleashed by the U.S. Commerce Department starting in October 2022. South Korean companies are also players in other parts of the global semiconductor supply chain, including semiconductor manufacturing tools, and China remains an important market for both components and electronic devices. This paper argues that each country caught between the United States and China in technology competition faces difficult trade-offs in determining how best to support its leading companies while navigating changing and often what is viewed as arbitrary decisions coming from Washington that have already significantly disrupted global supply chains. Finally, at the same time as U.S. export controls are having a major impact on the ability of South Korean companies to retain business operations and market access in China, major front-end manufacturers, particularly Samsung, are also looking to expand their operations in the United States and benefit from U.S. CHIPS Act funding. This paper argues that all of the above dynamics put South Korea in one of the more complex positions as the industry faces continued restructuring, buffeted by both export controls and industrial policies.
Topic:: Supply Chains, Economic Security, Semiconductors, and Economic Competition
Political Geography:: China, Asia, South Korea, and United States of America

87. Economic Security and U.S.-China Competition: The View from North Korea

Author:: Rachel Minyoung Lee
Publication Date:: 01-2024
Content Type:: Working Paper
Institution:: Korea Economic Institute of America (KEI)
Abstract:: This paper argues that while North Korea does not discuss “economic security” in domestic contexts or have an established definition of the term, it thoroughly understands that the economy and national security are inseparable. North Korea is essentially unaffected by the typical economic issues that many major economies are grappling with in relation to economic security, but like other countries, it has closely tracked economic security developments and deepening U.S.-China strategic competition for potential political fallout and what opportunities and challenges that may generate. The paper shows that U.S.-China strategic competition has offered unique opportunities to North Korea, including China’s cover against fresh and existing sanctions against North Korea, and economic assistance. Moreover, deteriorating U.S.-China ties provide Pyongyang extra space to consider and put into motion alternative foreign and economic policy paths, namely, shifting away from its three-decade policy of nonalignment with China and normalization of relations with the United States. Also, China appears to be a factor in North Korea’s shift to a more conservative economic policy. Despite the opportunities presented by the U.S.-China divide, however, North Korea is wary of the risks of dependence on China and has tried to build economic resilience at home, for example by launching a national campaign on domestic production and recycling. North Korea’s somewhat cooler handling of China and its proportionately warm treatment of Russia since the Armistice Day celebrations in July is a clear example of North Korea’s China dilemma. This is where North Korea’s recent strengthening of ties with Russia comes into the picture. The paper contends that it is hard to conclude at this point whether North Korea’s moves are aimed at short-term, tactical gains or are part of a longer-term, strategic calculus, but we can be certain of this: it has just as much to gain or lose as any other country affected by economic security and U.S.-China strategic competition, though not in the same ways as other countries.
Topic:: Foreign Policy, Strategic Competition, and Economic Security
Political Geography:: China, Asia, North Korea, and United States of America

88. False promises: The authoritarian development models of China and Russia

Author:: Joseph Lemoine, Dan Negrea, Patrick Quirk, and Lauren Van Metre
Publication Date:: 01-2024
Content Type:: Special Report
Institution:: Atlantic Council
Abstract:: Are authoritarian regimes more successful than free countries in offering prosperity to their people? The answer is decidedly no, yet China and Russia actively advertise the “benefits” and “promise” of their authoritarian development model. Beijing and Moscow contend that their governance model—rooted in central control of political, social, and economic life—delivers for their people. The facts prove exactly the opposite and show that countries characterized by repression and concentrated control are far less successful across all metrics of human development than are free societies. That free societies are better for the people residing in them is not an ideological position; it is a statement of fact backed by substantial evidence, including, but not limited to, the Atlantic Council’s Freedom and Prosperity Indexes. This paper aims to showcase why and how the authoritarian development model is inferior to that of free societies. The first section documents democratic backsliding and the reversal of freedom’s fortunes. The second section presents data on how authoritarian regimes have failed to deliver prosperity for their people. The third section outlines how free societies have done the opposite—delivered sustained prosperity for their citizens. The final section offers the conclusion that authoritarian regimes, despite their claims, cannot deliver democratic progress or prosperity for society at large.
Topic:: Foreign Policy, Development, Diplomacy, Politics, Authoritarianism, Reform, and Democratic Transitions
Political Geography:: Russia, China, Europe, and Asia

89. Requirements for nuclear deterrence and arms control in a two-nuclear-peer environment

Author:: Gregory Weaver and Amy Woolf
Publication Date:: 02-2024
Content Type:: Special Report
Institution:: Atlantic Council
Abstract:: After decades of seeking to reduce the role of nuclear weapons in international relations, the United States is now grappling with a global landscape marked by intense strategic competition and the growing salience of nuclear weapons—problems that will likely persist for years to come. Over the past year, Russia compounded its aggression in Ukraine with nuclear saber-rattling, modernizing and expanding its nuclear forces over the past decade. Furthermore, Russia’s possession of a substantial inventory of theater nuclear weapons continues to threaten regional deterrence. Meanwhile, in Asia, Beijing is pursuing an unprecedented surge in its nuclear capabilities. If current trends persist, China is projected to possess about 1,500 nuclear warheads by 2035.1 While China was once viewed as a secondary nuclear power, its substantial investment in its nuclear arsenal—including the launch of a third ballistic missile early-warning satellite in 2022 and advancements in land-based ballistic missiles, aircraft, submarines, and hypersonic missiles—positions China to become a near-equal nuclear power in the coming decade. These trends mark a historic shift. For the first time in its history, the United States must face two near-peer nuclear competitors simultaneously. At the same time, Russia’s suspension of its compliance with the New START agreement in 2023 has significantly weakened the last strategic arms control framework established in the Cold War and post-Cold War eras. This move leaves scant provisions governing the future of nuclear capabilities among the United States and its adversaries. For over half a century, Washington and Moscow negotiated to establish treaties that imposed limits on their nuclear arsenals, aiming to manage their nuclear rivalry and mitigate the risk of nuclear conflict. This process served the national security interests of both sides by curbing weapons and activities that could jeopardize deterrence, safeguarding strategic stability, offering insights into nuclear capacities, and potentially steering military competition toward less perilous avenues. However, shifts in the global security landscape have altered this calculus. The Russian Federation, much like the Soviet Union before it, has insisted that future agreements factor in the nuclear capabilities of Britain and France. On the other hand, the United States now confronts a security environment featuring two nuclear-armed adversaries—Russia and China—whose forces will potentially pose significant threats to the United States and its allies. This evolving security landscape may prompt the United States to reevaluate its assessments of its deterrence and arms control requirements. But how should the United States approach this problem?
Topic:: Defense Policy, Arms Control and Proliferation, National Security, Nuclear Weapons, Science and Technology, and Deterrence
Political Geography:: Russia, China, Asia, Korea, and United States of America

90. Geoeconomic fragmentation and net-zero targets

Author:: Shirin Hakim and Amin Mohseni-Cheraghlou
Publication Date:: 04-2024
Content Type:: Policy Brief
Institution:: Atlantic Council
Abstract:: The second half of the twentieth century experienced significant economic integration. International trade, cross-border migration, capital flows, and technological diffusion increased per capita incomes across countries and reduced global poverty. However, events such as the global financial crisis of 2007 to 2009, Brexit, and the COVID-19 pandemic—all against the backdrop of escalating great power rivalry and tensions between the United States and China—have demonstrated the rise of geoeconomic fragmentation (GEF). Since the 2022 Russian invasion of Ukraine, a growing numberof world leaders have addressed the impacts of GEF on global energy and agricultural markets. For one, higher and increasingly volatile food and energy prices have made it increasingly difficult for developing nations to prioritize environmental concerns and implement sustainable development initiatives.
Topic:: Climate Change, Environment, International Trade and Finance, Economy, Economic Growth, Inclusion, Energy, Geoeconomics, and Net Zero
Political Geography:: China, Asia, and United States of America

91. How Huawei Weathered the Storm: Resilience, Market Conditions or Failed Sanctions?

Author:: Hosuk Lee-Makiyama and Robin Baker
Publication Date:: 02-2024
Content Type:: Policy Brief
Institution:: European Centre for International Political Economy (ECIPE)
Abstract:: Huawei is exhibiting stoic resilience in the face of US sanctions, economic downturns, and the slow pace of 5G investments. There is a narrative that the company has been propped up by the Chinese government, but the key to Huawei’s resilience is multifaceted. Through pre-emptive stockpiling and ingenuity, the company has continued to fulfil its base station orders and defend its market shares abroad. Concurrently, Huawei has made an autonomous business decision to reinvest its earnings and intensify R&D to secure its supply chains against political risks and diversify into new business areas. Successful forays into semiconductors, cloud services and energy grids have also been facilitated by a capital structure that lends itself to long-term planning. Huawei’s survival is not necessarily a lesson in the futility of sanctions to stifle technological progress. However, it does show that muddled political objectives and inconsistent implementation will yield potentially contrary outcomes. At the same time, factors that contribute to Huawei’s resilience also highlight the infighting and vulnerabilities of listed firms like Mavenir, Ericsson and Nokia.
Topic:: Markets, Sanctions, Digital Economy, Resilience, and Huawei
Political Geography:: China, North America, and United States of America

92. What if…? 12 Dragon King scenarios for 2028

Author:: Florence Gaub
Publication Date:: 03-2024
Content Type:: Special Report
Institution:: NATO Defense College
Abstract:: At first glance, this publication appears to be a collection of Early Warning essays – they are, to some extent, but they should not be exclusively read as such. Conventional Early Warning systems have a much shorter time horizon – normally hours, perhaps months at most – than these scenarios, and they are solely mitigation mechanisms, that is to say they provide no insight into how the event they are warning of can be avoided. They are thus not an intellectual thought exercise, but solely an alarm bell. Our Dragon Kings in this volume provide insight into how they can be avoided, but they also challenge our assumptions in more ways than one. They are therefore awareness-raisers no matter how credible or plausible you will find them. Just reading them will have a readiness-increasing effect. (In fact, the more absurd you find them, the more pronounced this is because your mind will learn more when the emotion they generate is greater.) These scenarios can become even more useful, however, if you use them for simulation exercises in a team. You can use them as a blueprint for a wider scenario exercise, whether one wishes to adopt a blue or red team approach to them, and ask questions such as: how could this have been prevented, what would have to be done? What are alternative pathways of this scenario that are even worse, and how can we prevent those? The most important aspect is that every exercise of this kind must lead to some concrete policy steps. Merely thinking about improbable futures is never enough – doing something about them is what makes them a useful policy-tool. In that case, they lead to active, rather than passive, engagement with the content, foster collaboration, encourage innovation, practice decision-making, provide a space for failure and experimentation with alternative courses of action. It is precisely because of this that scenarios are a common feature in military education, but they work just as well in any other strategic context – provided, time and space is made for it. If yes, they contribute to increasing preparedness and readiness, and accelerate the response time to surprise. What’s more, generally engaging in fringe thinking about the future will strengthen these capabilities no matter what kind of surprise eventually occurs. Much like how vaccines teach the immune system, disruptive thinking strengthens our neural networks, making us more resilient for extreme situations.
Topic:: NATO, Natural Disasters, Elections, Crisis Management, Coup, UN Security Council, Biological Weapons, Resilience, Arctic Council, and Readiness
Political Geography:: Russia, China, Iraq, Europe, India, Taiwan, Latin America, Nigeria, and Tunisia

93. The history of China’s future Lessons from the CIA

Author:: Dylan Levi King
Publication Date:: 01-2024
Content Type:: Special Report
Institution:: NATO Defense College
Abstract:: Predictions about China’s future made in the years since the Communist Party took power in 1949 have routinely cycled between two extremes of improbability: imminent collapse and indomitable ascent. These cycles came more slowly in the age before cable news and social media. The idea of the capture of the People’s Republic of China by Republic of China forces, or of the country tearing itself apart with political violence, held for years, before being wiped out by a popular impression of China’s meteoric rise and future economic domination.1 These cycles have now become supercharged for the attention economy. As one wave of forecasts of unstoppable lift-off and financial supremacy breaks, it is chased immediately by predictions of terminal economic dysfunction and social disintegration. For the expert, in danger of having their voice drowned out by amateur forecasters, it is difficult to inject the necessary rigour and nuance. For the layperson, it is hard to make any sense of the incessant deluge of contradictory and often extreme predictions. To wade into the forecast cycle is to risk being swept off one’s feet. To step away, and to simply avoid making any predictions is tempting, but it would be a grave error, given China’s economic gravity, immense population, status as a superpower and potential rival of NATO and allied countries. To get the future of the country wrong is to get the future of the planet wrong.
Topic:: History, Forecast, Central Intelligence Agency (CIA), and Readiness
Political Geography:: China and Asia

94. NATO and a Taiwan contingency

Author:: James Lee
Publication Date:: 02-2024
Content Type:: Special Report
Institution:: NATO Defense College
Abstract:: This paper Discusses the conditions under which a Taiwan contingency could trigger Article 5. Explains how individual NATO countries already play a role in Taiwan’s security. Outlines scenarios under which individual NATO countries could become directly involved in a Taiwan contingency.
Topic:: Security, NATO, and Crisis Management
Political Geography:: China, Taiwan, and Asia

95. Decoding China’s Technology and Industrial Policy: Seven Terms You Need to Know

Author:: Barry Naughton, Siwen Xiao, and Yaosheng Xu
Publication Date:: 03-2024
Content Type:: Policy Brief
Institution:: University of California Institute on Global Conflict and Cooperation (IGCC)
Abstract:: China’s technology and industrial policy programs have grown in scope and intensity since 2020, but the vocabulary used to describe them is vague and often misleading. This policy brief decodes seven essential terms and shows that they have concrete and complementary meanings. When understood in concert, they reveal the establishment of a large-scale, government-directed program of mission-oriented research, development, and application. Together these terms outline a substantial expansion of the Chinese government’s direct role in organizing economic activity, and hint at some of the limits of that expansion.
Topic:: Economics, Industrial Policy, Science and Technology, Research and Development, and Terminology
Political Geography:: China and Asia

96. The Quantum Race: U.S.-Chinese Competition for Leadership in Quantum Technologies

Author:: Juljan Krause
Publication Date:: 02-2024
Content Type:: Policy Brief
Institution:: University of California Institute on Global Conflict and Cooperation (IGCC)
Abstract:: Quantum computing is poised to unleash innovation across various sectors, from materials science to pharmaceutical and medical research, finance, logistics, and even climate change management. Quantum computing also has the potential to provide the backbone for future artificial intelligence and autonomous systems that cannot be realized with digital hardware alone, while quantum communication can strengthen security in cyberspace. For these reasons, quantum technologies feature prominently in the emerging technologies race between the United States and China. In this policy brief, IGCC postdoctoral fellow Juljan Krause analyzes China’s advances in quantum communication, which aim to signal China’s technological leadership while protecting Chinese communications from foreign surveillance. He argues that Chinese leadership in quantum communication will have strategic repercussions, particularly as it is likely to give China’s efforts to shape global industry standards additional momentum. Even if quantum communication has no immediate military implications, policymakers should consider how the technology could embolden China further.
Topic:: Industrial Policy, Science and Technology, Innovation, and Quantum Computers
Political Geography:: China, Asia, and Indo-Pacific

97. The Sky Is Not the Limit. Geopolitics and Economics of the New Space Race

Author:: Alessandro Gili
Publication Date:: 01-2024
Content Type:: Special Report
Institution:: Italian Institute for International Political Studies (ISPI)
Abstract:: Space is a contested domain for its very nature and today it is evidently becoming an increasingly important enabler of economic and military power. An increasing number of actors, infrastructures and technologies deployed in space also raises concerns for safety and security, especially in cyberspace. Many countries are striving to achieve space capabilities and autonomous access to space, and this is having a tremendous geopolitical impact, especially since space is emerging as an increasingly critical military and strategic domain. The development of the new space economy, which is increasingly involving the private sector and many industrial actors and services, will also be a game changer for the international economy. The space race likewise implies disruptive technologies that could contribute massively to the energy and digital transitions, accelerating solutions that could benefit humanity. A new international governance system for space is therefore needed urgently, considering that the current rules are no longer able to respond to a sector evolving at such a rapid pace. Which actors are leading the race? Which economic sectors could benefit the most and what could the new space economy mean for the world? How is space emerging as a military domain against a backdrop of increasing international tensions? What would a new system of global governance for space look like?
Topic:: Economics, Politics, Infrastructure, Geopolitics, Regulation, and Energy Security
Political Geography:: Russia, China, Europe, India, Italy, Global Focus, United States of America, and Space

98. Unpacking China’s industrial policy and its implications for Europe

Author:: Alicia Garcia-Herrero and Robin Schindowski
Publication Date:: 05-2024
Content Type:: Working Paper
Institution:: Bruegel
Abstract:: China is often credited with a successful application of industrial policy. One important particularity of China’s industrial policy is that it aims at levelling the playing field between the state economy and the private economy in access to finance, yet within a framework of strategic goals. This aim is not relevant for market economies, such as those of the European Union, but only for those where state enterprises are clearly privileged. Notwithstanding the difficulties in making valid comparisons, our analysis of how China conducts industrial policy in a variety of sectors points to success in some sectors but not all. More importantly, productivity growth in China has already been declining for two decades. Given the very large resources that China has put into industrial policy, with subsidies being only one part, it is surprising that success is not more evident. This relates partly to factors including cronyism and regional protectionism. While the former might be less relevant for the EU given the different institutional background, the latter certainly is relevant since the EU faces the potential consequences of member country-level industrial policy for its single market. A lesson from China seems to come from the sectoral focus, with a long-term and economic-security mindset. The EU is far from this, but it is in the process of linking economic security to industrial policy. Finally, responding to China’s industrial policy involves diverse investigations and challenges in measuring subsidies accurately. Understanding China’s very diverse and complex approach to helping companies achieve the government’s industrial policy goals is crucial for anticipating the consequences of China’s actions. These could be positive, such as cheaper imports of green technology, or negative, such as Chinese overcapacity spilling over to the EU single market.
Topic:: Industrial Policy, Markets, European Union, and Economy
Political Geography:: China, Europe, and Asia

99. How to de-risk: European economic security in a world of interdependence

Author:: Jean Pisani-Ferry, Beatrice Weder di Mauro, and Jeromin Zettelmeyer
Publication Date:: 05-2024
Content Type:: Policy Brief
Institution:: Bruegel
Abstract:: Pandemic-related supply disruptions, the energy crisis provoked by Russia’s invasion of Ukraine and economic coercion by China have put economic security high on the European Union policy agenda. The question is how exactly the EU should ‘de-risk’ its external economic relationships without foregoing the benefits of trade. The standard answer is that it should identify product-level trade dependencies, mainly on the import side, and reduce them, mainly through diversification of suppliers, while otherwise maintaining maximum trade integration. This Policy Brief argues that this answer falls short. First, product-level dependencies cannot be identified reliably even with sophisticated analysis and data. As a result, both ‘missed dependencies’ and ‘false positives’ are inevitable. Second, external shocks and coercion could be propagated through exports, productive assets held abroad and financial channels as much as through imports. The analysis has five main implications Import de-risking should focus on a few product categories for which the costs of supply interruptions would be unquestionably large. This reduces false positives. De-risking and/or buffers to deal with exports and financial coercion require more attention. De-risking must be complemented by raising resilience against all shocks, whatever theirorigin. This requires a deeper and broader European single market. De-risking and resilience must be complemented by deterrence. A sufficiently high probability of chronic trade conflict – or one very large conflict – may justify reducing overall integration with a large trading partner, on both the export andimport sides. EU economic security policies have been right to emphasise the reduction of import dependence on chips and critical raw materials, and the creation of a powerful legal instrument to deter coercion (the Anti-Coercion Instrument). In most other respects, there is room for improvement.
Topic:: European Union, Risk, Trade, Imports, Economic Security, and Interdependence
Political Geography:: China and Europe

100. Global supply chains: lessons from a decade of disruption

Author:: Luca Léry Moffat and Niclas Poitiers
Publication Date:: 03-2024
Content Type:: Working Paper
Institution:: Bruegel
Abstract:: This paper explores both the character and impact of three recent shocks to global supply chains: the COVID-19 pandemic, the Russian invasion of Ukraine and the US-China trade war. These were large shocks which have had significant impacts on domestic and international supply chains, but these impacts have differed in their longevity, economic impact and policy responses. We show that supply chains were remarkably resilient against shocks of such magnitude. However, this resilience was also achieved thanks to the equally remarkable size and scope of policy responses and global supply chain reorganisation. We recommend that pre-emptive policies may be justified to shield households and industry from future shocks. Given the entangled nature of these shocks and that their effects continue to reverberate, we emphasise the need for extensive future research to understand the nature of these shocks and the effectiveness of policy responses.
Topic:: Global Markets, Trade Wars, Trade, COVID-19, Supply Chains, and Russia-Ukraine War
Political Geography:: China, Global Focus, and United States of America

Search

Search Constraints

Search Results

Refine your search

Topic

Political Geography

Content Type

Journal

Publishing Institution

Author

Publication Year

COLUMBIA UNIVERSITY PRESS